Chris Shepler Portrait

Christopher Y. Shepler, CFA, CTFA, CEPA

Vice President & Investment Officer

Professional Memberships

Chartered Financial Analyst Institute
CFA Society Boston
Exit Planning Institute

Designations

Chartered Financial Analyst® charterholder
Certified Trust and Fiduciary Advisor
Certified Exit Planning Advisor

Education

Edinburgh Business School at Heriot Watt University, MBA
Yale University, BA in Political Science
Phillips Exeter Academy

Focus Areas

Chris works with families, business owners and nonprofit institutions to help them achieve their personal, financial and charitable goals. He is a member of the FT Charitable Advisory Board.

Experience

Chris brings over 25 years of investment and wealth management experience. Prior to Fiduciary Trust, he worked in the Endowments & Foundations practice at Cambridge Associates. Chris previously delivered quantitative solutions to asset managers while at MSCI, Inc., and raised capital as the CFO of start-up Porticus Technologies. He has served as a wealth advisor to high-net-worth families at Morgan Stanley and Bainco International Investors.

Community Involvement

Stone Rehabilitation & Senior Living, Board of Directors, Treasurer
BSA Troop 62 Duxbury, Treasurer
St. John the Evangelist Church, Youth Missions Leader
Duxbury Bike to School, Founder

Personal

Outside of work, Chris can be heard singing and playing the guitar or seen riding his bikes through the roads and trails of the South Shore. He lives in Duxbury with his wife and four children.

Professional Memberships

Chartered Financial Analyst Institute
CFA Society Boston
Exit Planning Institute

Designations

Chartered Financial Analyst® charterholder
Certified Trust and Fiduciary Advisor
Certified Exit Planning Advisor

Education

Edinburgh Business School at Heriot Watt University, MBA
Yale University, BA in Political Science
Phillips Exeter Academy

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