Christopher Shepherd

MD, Wealth Management at Spearhead

Christopher Shepherd is the Managing Director of Spearhead’s Wealth Management division.

Mr. Shepherd brings over 23 years of experience in high-net-worth client relationship management, marketing, and product development.

Mr. Shepherd consults with family offices, ultra-high-net-worth families, trustees, and private foundations. His family office consulting work centers on the coordination of the in-house and outsourced investment management and infrastructure needs.

Mr. Shepherd has a long history of successfully building private client practices, having most recently spent 15 years at Shepherd Kaplan LLC, a registered investment advisory firm where he lead the growth and development of the private client practice in which he provided consulting, educational, and investment management services to private investors.

Mr. Shepherd holds a BA in Economics from St. Lawrence University and studied at New College, Oxford University.

Mr. Shepherd is significantly involved in the Boston, Mount Desert Island, ME, and Chicago communities, serving on several non-profit governance and finance committees.

Timeline

  • MD, Wealth Management

    Current role