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Person · officer / director

Richard J Shepley

Sr. Managing Director of Investments · University of Wisconsin Foundation

Sr. Managing Director of Investments at University of Wisconsin Foundation. Listed as an officer, director, or key employee across 1 organization on the Form 990 record.

This is me
Organizations
1
Roles reported
1
Reported compensation
$947K

Who this is

Profile

Everything on the left is verified from the IRS filings. The biography on the right is compiled from public web sources and grounded to that filed record.

✓ Verified from filings
●
Reported as Sr. Managing Director of Investments of University of Wisconsin Foundation, based in Madison, WI.
●
Received $947K in total reported compensation on the most recent Form 990 (Part VII).
Facts extracted directly from each organization's Form 990, Part VII.
Biography Web-sourced

Richard Shepley is Senior Managing Director of Investments, Public Markets at the University of Wisconsin Foundation, based in Madison. He holds an MA in Politics, Philosophy and Economics from Oxford University, is an Associate of the Institute of Chartered Accountants, and holds the CIMA designation.

With 20+ years of investment experience, he has served as portfolio manager and senior investment analyst at major asset management firms including Oppenheimer Funds, Deutsche Asset Management, and Newton Investment Management, and served as Interim Chief Investment Officer (2020-2021).

Compiled from public web sources (4 cited), grounded to the filed record.

Track record

Career & tenure

Real tenure, career, and education — from public web sources, what you need to vet a founder or leader beyond the filing window.

Tenure here
20+ years in investment management; joined WISIMCO 2015
Education
  • Philosophy and Economics · Oxford University - MA in Politics
  • Associate of the Institute of Chartered Accountants
  • CIMA (Chartered Institute for Securities & Investment)

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Find them online

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Affiliations

Organizations

University of Wisconsin Foundation Sr. Managing Director of Investments · $680.9M revenue · Madison, WITO PROMOTE THE WELFARE OF AND ADVANCE THE OBJECTIVES OF THE UNIVERSITY OF WISCONSIN-MADISON BY ENCOURAGING THE INTEREST, ENGAGEMENT, AND FINANCIAL…pay $632K → $947KFiled FY2024, FY2023 · Source: Form 990, Part VII
$947Kreported comp

Network

Serves alongside

Other officers, directors & key employees at this person's organizations, by latest reported compensation.

M
CIO · FY2024
$1.9M
C
Deputy Chief Investment Officer · FY2024
$995K
M
CEO (until 12/31/24) · FY2024
$820K
K
Managing Director of Investments · FY2024
$762K
J
Chief Investment Officer - Until 10/9/2020 · FY2020
$652K
R
Sr. Managing Director of Investments · FY2019
$614K
A
President/CEO (as of 1/1/25) · FY2024
$538K
S
Chief Operating Off of Investments · FY2024
$514K
J
Director of Investments · FY2024
$408K
J
Director of Invt - Private Market · FY2021
$386K
C
CFO · FY2024
$371K
A
Chief Development Officer · FY2022
$257K

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Public data from IRS Form 990 e-file & the Business Master File. Individuals appear here because they were named as an officer, director, or key employee on a nonprofit's Form 990; people are grouped by name plus corroborating evidence (Schedule R, shared address, shared board members). · philanthropy.org