Chris Cole

Senior Advisor-Investment Advisors at Shepherd Kaplan LLC

Chris Cole

Chris Cole

Senior Advisor-Investment Advisors at Shepherd Kaplan LLC

Biography

Chris is a Senior Advisor with Shepherd Kaplan with primary responsibility in the Private Wealth Practice. Chris has more than 11 years of experience in the financial services industry helping high-net-worth individuals and families achieve their financial goals. At the Firm he focuses on customized portfolio design & implementation, comprehensive financial planning, and personalized financial education. Chris formerly served as Director of the Private Client Service Team for the Firm. He holds a degree from Boston University and is a Certified Financial Planner Designation (CFP®).

Overview
RelSci Relationships

42

Number of Boards

1

Number of Awards

1

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

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Chairman at Shepherd Kaplan LLC

Relationship likelihood: Strong

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Partner at Shepherd Kaplan LLC

Relationship likelihood: Strong

Partner at Shepherd Kaplan LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Principal, Senior Investment Advisory Consultant & Director of Planning 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 Cole
Senior Advisor-Investment Advisors at Shepherd Kaplan LLC
Education
Bachelor of Science in Business Administration with a Concentration in Finance

The Boston University School of Management (SMG) is the business school at Boston University in Boston. Founded in 1913 as the College of Business Administration, the school offers undergraduate and graduate programs. The BU School of Management offers a Bachelor of Science in Business Administration (BSBA), Master of Business Administration (MBA) degree (full- and part-time programs), a Bachelor of Science (BS) in Mathematical Finance, a Master of Science in Investment Management, executive education programs, two Ph.D. programs. Both the undergraduate and graduate programs offer dual degree options with other schools and colleges at Boston University.

Career History
Senior Advisor-Investment Advisors
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.

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
Series 65 – Uniform Registered Investment Adviser
Other Affiliations

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

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