Chris Cahill

Principal, Senior Investment Advisory Consultant & Director of Planning at Shepherd Kaplan LLC

Chris Cahill

Chris Cahill

Principal, Senior Investment Advisory Consultant & Director of Planning at Shepherd Kaplan LLC

Biography

Chris is a Principal of the Firm and the Director of Planning for the Private Wealth Management practice with over 14 years of industry experience. Chris is an attorney, CFP and financial services executive with a over a decade of in-depth experience developing, presenting and implementing comprehensive financial, investment, estate plans and business succession plans for high-net-worth clients and their families. Chris specializes in estate planning, legacy planning, business succession and charitable planning techniques. He has vast experience in analyzing and coordinating complex estate and trust issues with clients, legal counsel and advisors; working in a collaborative way to help clients achieve their objectives and goals.

Chris is a member of the firm’s Investment Committee. Chris is active in the Boston Estate Planning Council and the Massachusetts Financial Planning Association.

Chris holds a degree in Finance and Management from Northeastern University and a Juris Doctorate from Massachusetts School of Law in Andover.

Overview
RelSci Relationships

123

Number of Boards

1

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Chris Cahill likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chairman at Shepherd Kaplan LLC

Relationship likelihood: Strong

Co-Founder at Shepherd Kaplan LLC

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Co-Founder at Shepherd Kaplan LLC

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Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Partner at Shepherd Kaplan LLC

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Chief Investment Officer & Managing Director-Research at Shepherd Kaplan LLC

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Partner at Shepherd Kaplan LLC

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Senior Advisor-Investment Advisors at Shepherd Kaplan LLC

Relationship likelihood: Strong

Former Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

Relationship likelihood: Strong

Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

Relationship likelihood: Strong

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Chris Cahill
Principal, Senior Investment Advisory Consultant & Director of Planning at Shepherd Kaplan LLC
Education
Juris Doctorate

Massachusetts School of Law is a school.

Finance & Management

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern is a leader in worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. Our broad mix of experience-based education programs—our signature cooperative education program, as well as student research, service learning, and global learning—build the connections that enable students to transform their lives. The University offers a comprehensive range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. Northeastern University's accreditation information

Career History
Principal, Senior Investment Advisory Consultant & Director of Planning
Tenure Unconfirmed

Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.

Boards & Committees
Member, Investment Committee
Current

Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.

Awards & Honors
CFP (Certified Financial Planner)
Other Affiliations

Chris Cahill is affiliated with Shepherd Kaplan LLC, Shepherd Kaplan LLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Chris Cahill. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Chris Cahill's profile does not indicate a business or promotional relationship of any kind between RelSci and Chris Cahill.