BOSTON – September 29, 2021 – Fiduciary Trust Company, an independent wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the hiring of Chris Shepler, CFA, as a Vice President & Investment Officer.
Shepler brings over 25 years of investment and wealth management experience to Fiduciary Trust. He joins the firm from the Endowments & Foundations practice at Cambridge Associates. Shepler previously led a client-facing team for quantitative solutions at MSCI, Inc., and raised capital as the CFO of tech start-up Porticus Technologies. He earlier served as a venture capital investor and wealth advisor to high-net-worth families at Bainco International Investors.
“We are very pleased to have Chris join our team at Fiduciary Trust,” said John Morey, Head of Client Service and Business Development. “His significant investment and wealth management expertise will be valuable to our clients and further expand our firm’s capabilities.”
“I am excited to be joining the talented team at Fiduciary Trust,” said Shepler. “I look forward to using my experience and the expertise of my Fiduciary Trust colleagues to help clients achieve their personal and financial goals.”
Shepler is a Chartered Financial Analyst® charterholder and a member of the Chartered Financial Analyst Institute and CFA Society Boston. Shepler is actively involved with the Boy Scouts of America as Treasurer of a Duxbury, Mass., troop, and in his church, St. John the Evangelist, as a Youth Missions Leader. Shepler earned a BA in Political Science from Yale University and an MBA from the Edinburgh Business School at Heriot-Watt University. In his free time, he enjoys singing and playing guitar, often in church, and riding his bike. Shepler resides in Duxbury, Mass., with his family.
About Fiduciary Trust Company
Fiduciary Trust is a privately owned wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary’s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services.
Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients’ best interests. The firm’s client focus has enabled it to achieve a 98% annual client retention rate.