Chris Cole, CFP® has been with Shepherd Kaplan Krochuk, LLC since September 2007, holding various titles such as Member, Senior Wealth Advisor, SVP, Private Wealth Advisor, and Director of Operations & Client Service. Prior to that, Chris worked at Fidelity Investments as a Senior Trust Accountant. Chris graduated from Boston University in 2006 with a Bachelor of Science in Business Administration.
Current role
Vice President | Private Wealth Management, Cfp® at Capital Wealth Advisors
CFP at Matter Family Office
Cpa, Cfp® at Foundation For The Carolinas
CFP at Forest Hills Financial Group
Executive Vice President | Private Wealth Management, Cfp® at Capital Wealth Advisors