AeroLeads people directory · profile
Chris Shepler, Cfa Email & Phone Number
Managing Director
at
Hobe Mountain Capital
1 work email found
@fiduciarytrust.com
3 phones found area 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
Boston, Massachusetts, United States
Who is Chris Shepler, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Chris Shepler, Cfa is listed as Managing Director at Hobe Mountain Capital, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at fiduciarytrust.com, phone signal with area code 212, and a matched LinkedIn profile for Chris Shepler, Cfa.
Chris Shepler, Cfa previously worked as Vice President and Investment Officer at Fiduciary Trust Company and Senior Director at Cambridge Associates. Chris Shepler, Cfa holds Ba, Political Science from Yale University.
Company email context
Email format at Hobe Mountain Capital
This section adds company-level context without repeating Chris Shepler, Cfa's masked contact details.
*@fiduciarytrust.com
68% confidence
AeroLeads found 1 current-domain work email signal for Chris Shepler, Cfa. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Portfolio Management, Investments, Equities, Strategy, and 13 others.
Current workplace
Chris Shepler, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles · 32 years
Chris Shepler, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President And Investment Officer
CurrentHigh 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.
Sep 2021 - Present
Senior Director
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.
Nov 2015 - Sep 2021
Executive Director
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.
Nov 2008 - Sep 2015
Private Wealth Advisor
I developed a client base of High Net Worth investors, built customized diversified portfolios and solved for unique long-term goals.
Apr 2007 - Nov 2008
Founder And Cfo
Porticus Technology
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.
2004 - 2007
~3 yrs
Investment Director And Portfolio Strategist
Bainco International Investors
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.
1995 - 2004
~9 yrs
3 education records
Chris Shepler, Cfa education
Ba, Political Science
Yale University
Mba, Business
Edinburgh Business School
Education record
Phillips Exeter Academy
FAQ
Frequently asked questions about Chris Shepler, Cfa
Quick answers generated from the profile data available on this page.
What company does Chris Shepler, Cfa work for?
Chris Shepler, Cfa works for Hobe Mountain Capital.
What is Chris Shepler, Cfa's role at Hobe Mountain Capital?
Chris Shepler, Cfa is listed as Managing Director at Hobe Mountain Capital.
What is Chris Shepler, Cfa's email address?
AeroLeads has found 1 work email signal at @fiduciarytrust.com for Chris Shepler, Cfa at Hobe Mountain Capital.
What is Chris Shepler, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 212 for Chris Shepler, Cfa at Hobe Mountain Capital.
Where is Chris Shepler, Cfa based?
Chris Shepler, Cfa is based in Boston, Massachusetts, United States while working with Hobe Mountain Capital.
What companies has Chris Shepler, Cfa worked for?
Chris Shepler, Cfa has worked for Hobe Mountain Capital, Fiduciary Trust Company, Cambridge Associates, Msci Inc., and Morgan Stanley.
How can I contact Chris Shepler, Cfa?
You can use AeroLeads to view verified contact signals for Chris Shepler, Cfa at Hobe Mountain Capital, including work email, phone, and LinkedIn data when available.
What schools did Chris Shepler, Cfa attend?
Chris Shepler, Cfa holds Ba, Political Science from Yale University.
What skills is Chris Shepler, Cfa known for?
Chris Shepler, Cfa is listed with skills including Portfolio Management, Investments, Equities, Strategy, Relationship Management, Corporate Finance, Venture Capital, and Business Development.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial