Chris Cole

Cfp® at Shepherd Kaplan Krochuk, LLC

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.

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  • Cfp®

    Current role