Welcome, Will Hepburn and Yvette Zurita!

This month we are thrilled to announce that Hepburn Capital Management has merged with Shadowridge Asset Management.  This independent RIA firm headquartered in Prescott, AZ, brings over 30 years’ experience to our team, and we’re delighted to have Will and Yvette join Shadowridge.

Will Hepburn is an off-Wall Street leader in the investment industry having managed two mutual funds, is Past President of the National Association of Active Investment Managers (NAAIM), and is a college instructor as well as the author of Why Bad Things Happens To Good InvestmentsHe is also a longtime friend and like-minded asset manager whose focus is on “investments that adapt to changing markets.” 

We feel that by combining our financial planning and asset management talents with Will’s investment research skills and trading experience, we will make a team that is even stronger.  Our clients will benefit from the combined knowledge and expertise of “four heads,” not to mention the years of professional experience brought to the table.

Yvette Zurita is the longtime operations manager for Hepburn Capital, and we are thrilled she will be joining Shadowridge as a highly qualified and enthusiastic Relationship Manager.   

A bright, efficient young woman with impressive attention to detail, Yvette has a great sense of humor and a kind nature that is lovely to work with.  We believe that you will be delighted when you have the opportunity to interact with her.

Check out our updated “About Us” page to read more about Will and Yvette, and join us in welcoming them!

Ryan, Laura, and Phil visiting Will and Yvette in Prescott, AZ