Chris Shepler
Investment Advisor
Boston,
Massachusetts
About
Company name
Investment Advisor
Business title
Investment Advisor
Contact
Email
Phone
How to contact
chrisshepler@yahoo.com
Company profile
Professional Profile
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.
Professions
Investor
Non-Profit
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Charitable giving
Estate planning
Fiduciary
Investments
Investor relations
Philanthropy
Retirement
Sales
Trusts
ESG
Business Focus
High net worth business owners, families and nonprofit organization endowments.
Professional Certification
CFA, CTFA, CEPA, CAP
Transition Planning Certification or Methodology
CEPA
Client Industries
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
Chapter information
Membership
Greater Boston Corporate
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.
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