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Christopher Y. Shepler, CFA

Advisory Board Member

Mr. Shepler is a VP & Investment Officer at Fiduciary Trust Company. Chris works with families, business owners and institutions to help them achieve their personal, financial and charitable goals.

Chris brings over 25 years of investment and wealth management experience. Prior to Fiduciary, Chris was a member of the Endowments & Foundations practice at Cambridge Associates. He previously led a client-facing team for quantitative solutions at MSCI, Inc., advised clients at Morgan Stanley, and raised capital as the CFO of tech startup Porticus Technologies. Earlier, he served as a venture capital investor and wealth advisor to high-net-worth families at Bainco International Investors.

He has earned the Chartered Financial Analyst® designation and is a Certified Exit Planning Advisor. He is a member of the Charted Financial Analyst Institute and CFA Society Boston. Chris is Treasurer of BSA Troop 62 Duxbury, Founder of Duxbury Bike to School, and a Youth Missions Leader for St. John the Evangelist Church.

Chris graduated with an MBA from the Edinburgh Business School at Heriot Watt University and a BA in Political Science from Yale University.


Christopher Y. Shepler, CFA
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