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Brian Shepler's email & phone

Position:President / CEO at Blue Trust
Experience:37 years
Location:Atlanta, Georgia, United States

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Work Experience

President / CEO at Blue Trust

Apr 2024 - Current

President / Chief Operating Officer at Blue Trust

Jan 2023 - Apr 2024

President / EVP Client Services at Blue Trust

Aug 2017 - Dec 2022

Chief Financial Officer, EVP of Client Services at Blue Trust

Jul 2000 - Jul 2017

Sr. Equity Analyst at SunTrust Equitable Securities

Jan 1999 - Jun 2000

VP Inv Banking at SunTrust Equitable Securities

Oct 1995 - Jun 1998

Associate at Pfingsten Partners

Jun 1993 - Jun 1995

Financial Analyst at Goldman Sachs

Aug 1989 - May 1991

Education

MBA at The University of Chicago Booth School of Business

BA at DePauw University

Current Company Information Blue Trust

Name: Blue Trust

Speciality: Financial, retirement, and estate planning, Charitable giving strategies, Personal trust and estate settlement services, Business consulting services, Investment management, Cash flow and budget planning, Professional Athlete services, Retirement plan consulting, Family Office, Institutional services

Location: Alpharetta, GA, United States

Employees: 200-500

HQ Phone: 800.841.0362

Description: Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Wit...

Frequently Asked Questions

What is Brian Shepler's minimum period of employment in the companies?

Brian Shepler's minimum period of employment in various companies is 1 year 3 months.

What is Brian Shepler's average duration of employment for different companies?

On average, Brian Shepler works for one company for 4 years 6 months

What industries has Brian Shepler worked in?

Brian Shepler works in the Financial Services. Previously, Brian Shepler worked in the Venture Capital & Private Equity.

What positions has Brian Shepler held before?

Previously, Brian Shepler worked as a President / Chief Operating Officer, and President / EVP Client Services, and Chief Financial Officer, EVP of Client Services, and Sr. Equity Analyst, and VP Inv Banking.

How do I contact Brian Shepler?

Brian Shepler's email address is b*****s@bluetrust.com, phone number is +1-***-***-7565. Sign up to get contact details.

Who is the Chairman & CEO of the Blue Trust?

The Chairman & CEO of the Blue Trust is Nick Stonestreet

Who are Brian Shepler's peers at other companies?

Brian Shepler's peers at other companies are Anne Williamson and James Simonson and Mark Fitzharris

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Financial Planning Intern
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Family Office Planning Specialist
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