Chris Cogliano,
CFA®
Portfolio Specialist & Investment Analyst
Chris Cogliano joined the Shepherd Financial Partners team in 2023 as a Portfolio Specialist and Investment Analyst. He now serves as a Portfolio Manager and a member of the Investment Management team, where he assists in research, portfolio construction, risk management, and trading. Chris has expertise in alternative investments and private placements and uses his past experiences to assist Shepherd Financial Partners’ clients make informed decisions.
Chris holds his Series 7 registration with LPL Financial, and his Series 66 securities registration with both Shepherd Financial Partners, LLC and LPL Financial. Prior to joining Shepherd, Chris worked for US Boston Capital Corp and Pear Tree Partners LP, providing research and modeling to the client group as well as deal structuring, valuation, financial modeling, and due diligence work for private investments.
He graduated from Boston College in 2016, majoring in Finance and Accounting. In addition, he was a member of Boston College’s Track and Cross Country teams.
Chris lives in South Boston with his wife, Liz and enjoys cooking, spending time with family and friends, and training for Ironman triathlons.
Office Location
1004 Main Street
Winchester, MA 01890
Let's Talk
Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice and financial planning offered through Shepherd Financial Partners, LLC, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS
Additional information, including management fees and expenses, is provided on Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://www.adviserinfo.sec.gov/Firm/169093.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please see Important Disclosure Information at https://www.shepherdfinancialpartners.com/important-disclosure-information/.
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