Chris Cole, CFP®
Chris is a Senior Advisor with Shepherd Kaplan with primary responsibility in the Private Wealth Practice. Chris has more than 12 years of experience in the financial services industry helping high-net-worth individuals and families achieve their financial goals. At the Firm he focuses on customized portfolio design & implementation, comprehensive financial planning, and personalized financial education. Chris formerly served as Director of the Private Client Service Team for the Firm. He holds a degree from Boston University and is a Certified Financial Planner Designation (CFP®).