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MEMBER PROFILE

 

Chris Shepler

Investment Advisor

 

Member profile details

Membership level
Greater Boston Corporate
First name
Chris
Last name
Shepler
Title
Investment Advisor
Company
Investment Advisor
 

CONTACT INFORMATION

City
Boston
State
Massachusetts
 

PROFILE INFORMATION

Call me when
Professional trustee services and investment management. New Hampshire trusts (tax benefits). Comprehensive wealth, tax, trust, estate and investment planning. Nonprofit endowment management.
Why I/we support XPX
Networking. Relationship building. Gaining access to professionals who can help my clients. Offering a unique service that can help clients and their advisors.
Profession
  • Investor
  • Non-profit
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Charitable giving
  • ESG
  • Estate planning
  • Fiduciary
  • Investments
  • Investor relations
  • Philanthropy
  • Retirement
  • Sales
  • Trusts
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFA, CTFA, CEPA, CAP
Transition Planning Certification or Methodology
CEPA
In Business Since
1996
How to contact
chrisshepler@yahoo.com
Business Focus
High net worth business owners, families and nonprofit organization endowments.
 Linked members (2)
Name Email Phone
Michael Stephens, Fiduciary Trust Company
Neal Hegge, Fiduciary Trust Company
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