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Chris Shepler
Fiduciary Trust Company
2 member(s) linked
Member profile details
Membership level
Greater Boston Corporate
First name
Chris
Last name
Shepler
Title
Trust & Investment Officer
Company
Fiduciary Trust Company
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'm a member of 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
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Charitable giving
ESG
Estate planning
Fiduciary
Investments
Retirement
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
Transition Planning Certification or Methodology
CEPA
In Business Since
1996
How to contact
cshepler@fiduciary-trust.com
Website
https://www.fiduciary-trust.com/
LinkedIn profile link
https://www.linkedin.com/in/chrissheplercfa/
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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