Chris Shepler, Cfa

Chris Shepler, Cfa Email and Phone Number

Managing Director @ Hobe Mountain Capital
Boston, MA, US
Chris Shepler, Cfa's Location
Boston, Massachusetts, United States, United States
Chris Shepler, Cfa's Contact Details

Chris Shepler, Cfa personal email

n/a

Chris Shepler, Cfa phone numbers

About Chris Shepler, Cfa

In the course of my career I have been fortunate enough to work at some of the most genuine and dynamic firms in the investment business and have learned from some truly exceptional colleagues. My clients have been amazing, and I am honored to have advised them through multiple market/economic cycles. Every person, family, business owner and nonprofit institution is unique and deserves special attention. Being a trusted advisor to a diverse set of clients is my passion.

Chris Shepler, Cfa's Current Company Details
Hobe Mountain Capital

Hobe Mountain Capital

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Managing Director
Boston, MA, US
Chris Shepler, Cfa Work Experience Details
  • Hobe Mountain Capital
    Managing Director
    Hobe Mountain Capital
    Boston, Ma, Us
    View
  • Fiduciary Trust Company
    Vice President And Investment Officer
    Fiduciary Trust Company Sep 2021 - Present
    Boston, Massachusetts, Us
    High Net Worth advisor with two specialties: Nonprofit institutions with endowment/foundation assets and business owners considering an exit. Customized advice for organizations who want to align their investment portfolio with their mission, and for families with complex trust and estate planning needs.
    View
  • Cambridge Associates
    Senior Director
    Cambridge Associates Nov 2015 - Sep 2021
    Boston, Ma, Us
    As a client-facing member of the Endowments & Foundations Practice, I had the pleasure of working in Cambridge's core business. Clients value Cambridge's unparalleled research, staunch independence and integrated partnership model. Each client is different, so my team and I spent much of our time understanding what each client needed before presenting solutions.
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  • Msci Inc.
    Executive Director
    Msci Inc. Nov 2008 - Sep 2015
    New York, Ny, Us
    I led a high-performing team of sales and client service specialists representing Barra quantitative analytics products, enabling front and middle office investment professionals to build and maintain better portfolios. MSCI is an innovator in the risk and performance business which employs some very smart people and fosters a culture of excellence. Its clients seek objective insight, analysis and intuition. In my time at MSCI I had the good fortune to work with some of the most successful portfolio managers, analysts and marketing professionals in Boston, San Francisco and across the country.
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  • Morgan Stanley
    Private Wealth Advisor
    Morgan Stanley Apr 2007 - Nov 2008
    New York, Ny, Us
    I developed a client base of High Net Worth investors, built customized diversified portfolios and solved for unique long-term goals.
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  • Porticus Technology
    Founder And Cfo
    Porticus Technology 2004 - 2007
    Built a start-up idea into a company in the wireless security industry. Raised 3 rounds of investor capital, developed business and strategy, managed operations. This was a fascinating experience that I hold as a far more valuable education than my MBA.
  • Bainco International Investors
    Investment Director And Portfolio Strategist
    Bainco International Investors 1995 - 2004
    Bainco is a boutique investment firm with a loyal client base. One benefit of working for a small company is that I gained valuable experience in more than one area, from security analysis to portfolio management to client relationships.What I enjoyed most about Bainco was the client interaction, as a representative of the investment committee. This included preparing portfolio reviews, discussing firm investment strategy and justifying tactical changes with clients.Along the way I worked on 9 private equity/venture capital deals that we sourced and funded from among our client base.

Chris Shepler, Cfa Skills

Portfolio Management Investments Equities Strategy Relationship Management Corporate Finance Venture Capital Business Development Hedge Funds Entrepreneurship Investment Management Start Ups Fixed Income Financial Services Alternative Investments Financial Modeling Capital Markets

Chris Shepler, Cfa Education Details

  • Yale University
    Yale University
    Political Science
  • Edinburgh Business School
    Edinburgh Business School
    Business
  • Phillips Exeter Academy
    Phillips Exeter Academy

Frequently Asked Questions about Chris Shepler, Cfa

What company does Chris Shepler, Cfa work for?

Chris Shepler, Cfa works for Hobe Mountain Capital

What is Chris Shepler, Cfa's role at the current company?

Chris Shepler, Cfa's current role is Managing Director.

What is Chris Shepler, Cfa's email address?

Chris Shepler, Cfa's email address is ch****@****rra.com

What is Chris Shepler, Cfa's direct phone number?

Chris Shepler, Cfa's direct phone number is +121280*****

What schools did Chris Shepler, Cfa attend?

Chris Shepler, Cfa attended Yale University, Edinburgh Business School, Phillips Exeter Academy.

What skills is Chris Shepler, Cfa known for?

Chris Shepler, Cfa has skills like Portfolio Management, Investments, Equities, Strategy, Relationship Management, Corporate Finance, Venture Capital, Business Development, Hedge Funds, Entrepreneurship, Investment Management, Start Ups.

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