Christopher Shepherd


Chris is Member of the firm and Co-Director of the Private Wealth Management practice.

Chris has over 17 years of experience in high net worth client relationship management, marketing and product development. He consults to high net worth families, trusts, endowments and foundations in the areas of investment portfolio design and risk management. He is responsible for the development of both the client relationship management practices of the Firm and the services provided to our high net worth clientele.

Chris serves on the Firm's Investment Committee. He is significantly involved in the Boston and North Shore communities, serving on several non-profit governance and finance committees.

Chris has a BA in Finance from St. Lawrence University and studied at New College, Oxford University.

Contact: Christopher Shepherd