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Ramsey W. Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State

Chris Shepler

Investment Advisor

Boston, Massachusetts
About
Company name
Investment Advisor
Business title
Investment Advisor
Contact
Email
chrisshepler@yahoo.com
Phone
(781) 217-0264
How to contact
chrisshepler@yahoo.com
Company profile
Chris Shepler
Investment Advisor
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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