Chris Cogliano joined the Shepherd Financial Partners team in 2023 as a Portfolio Specialist and Investment Analyst. Serving as a member of the Investment Management team, 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.