Chris Shepler

Chris Shepler, CFA has over 26 years of experience in the financial industry. Chris is currently serving as the Vice President and Investment Officer at Fiduciary Trust Company, where they specialize in providing customized advice for nonprofit institutions and families with complex trust and estate planning needs. Prior to their current role, Chris worked as a Senior Director at Cambridge Associates, where they focused on understanding clients' needs and presenting tailored solutions. Chris also served as an Executive Director at MSCI Inc., leading a team in sales and client service for quantitative analytics products. Chris has additional experience as a Private Wealth Advisor at Morgan Stanley and as the Founder and CFO of Porticus Technology, a wireless security start-up. Chris began their career at Bainco International Investors as an Investment Director and Portfolio Strategist, gaining valuable experience in security analysis, portfolio management, and client relationships.

Chris Shepler, CFA holds a Bachelor of Arts degree in Political Science from Yale University, which they completed from 1992 to 1996. In 2000, they pursued an MBA in Business from the Edinburgh Business School and completed it in 2004. Prior to that, they attended Phillips Exeter Academy from 1989 to 1992. Additionally, Chris has obtained certifications such as the Chartered Financial Analyst (CFA) designation from the CFA Institute in 2011, the Certified Exit Planning Advisor from the Exit Planning Institute in 2021, and the Financial Management Essentials Certificate from NonprofitReady in 2022.