Nachman Norwood & Parrott names Angela Sheppard Chief Compliance Officer

Nachman Norwood & Parrott (NNP), an independent wealth management consultancy, recently promoted Angela Sheppard to the role of Chief Compliance Officer (CCO).   As CCO, Sheppard is responsible for developing, implementing and monitoring the compliance policies and procedures for the firm.  Additionally, Sheppard will oversee all trading and manage the online client portal.

 “During her long career here, Angie has grown to be a valuable member of our leadership team. Her depth of knowledge and contagious energy keeps the office moving,” said Bob Nachman, partner at the firm. “We are excited to watch her take on a larger role as our team continues to evolve.”

 After joining Nachman Norwood & Parrott in 2000, Sheppard served as a registered associate and provided investment planning support to the team while also maintaining client data records and monitoring portfolio allocation. During her career at NNP, she has acquired a Series 7 and Series 63 license.

 “I truly enjoy being a part of this team and serving our clients, so I’m thrilled to continue doing so in a more significant way,” said Sheppard. “I am proud of how our team has grown to meet the needs of our clients, and I look forward to serving in a role that helps ensure the highest level of ethical standards that our firm has always been known for.”

 Outside of the office, Sheppard enjoys spending time with her husband and children. She enjoys playing the piano, singing and cheering on her alma mater, the Appalachian State Mountaineers.

About Nachman Norwood & Parrott 
Nachman Norwood & Parrott is an independent Greenville, SC-area wealth management consultancy for top-tier individuals and qualified retirement plan sponsors. They work with each client to understand their clients’ unique financial vision and offer critical knowledge and insight to help bring that vision within reach. For more information, visit www.nnpwealth.com.