Chris Cole
Member, Senior Wealth Advisor, SVP at Shepherd Kaplan Krochuk, LLC | Boston, Massachusetts, United States
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Member, Senior Wealth Advisor, SVP at Shepherd Kaplan Krochuk, LLC in January 2018 to Present
Senior Wealth Advisor, SVP at Shepherd Kaplan Krochuk, LLC in January 2013 to January 2018
Private Wealth Advisor at Shepherd Kaplan Krochuk, LLC in February 2011 to January 2013
Director of Operations & Client Service at Shepherd Kaplan Krochuk, LLC in September 2007 to February 2011
Senior Trust Accountant at Fidelity Investments in September 2006 to September 2007
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Boston University, Bachelor of Science - BS, October 2026
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Venture Capital
Alternative Investments
Asset Allocation
Certified Financial Planner
Business Development
Wealth Management
Family Office Services
Estate Planning
Tax Coordination
Retirement Planning
Private Markets
Financial Planning
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Discover more about Shepherd Kaplan Krochuk, LLCWhat is Chris Cole email address?
Email Chris Cole at [email protected]. This email is the most updated Chris Cole's email found in 2026.
How to contact Chris Cole?
To contact Chris Cole send an email to [email protected]. (updated on February 16, 2025)
What company does Chris Cole work for?
Chris Cole works for Shepherd Kaplan Krochuk, LLC
What is Chris Cole's role at Shepherd Kaplan Krochuk, LLC?
Chris Cole is Member, Senior Wealth Advisor, SVP
What is Chris Cole's Phone Number?
Chris Cole's phone (413) ***-*376
What industry does Chris Cole work in?
Chris Cole works in the Financial Services industry.
Chris Cole Email Addresses
Chris Cole Phone Numbers
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