Shepherd Financial Partners, LLC

Christopher Cogliano is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently with Shepherd Financial Partners, LLC and LPL Financial, having previously worked at U.S. Boston Capital Corporation and in internal audit at Boston College. Outside of his advisory role, he serves as an unpaid trustee for his homeowners association. Shepherd Financial Partners serves individual and high-net-worth clients as well as business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines traditional asset classes with private investment funds and derivatives-based strategies, managing over $1.1 billion across eight advisors in five offices.

Paul Bourgeois is a CFP® professional with 36 years of experience in the financial services industry. He has been with Shepherd Financial Partners, LLC since 2015 and also maintains a longstanding affiliation with LPL Financial since 2008. Bourgeois holds Series 63 and Series 66 licenses and provides investment advisory services through Shepherd Financial Partners. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines traditional asset classes with private investment funds and derivatives-based strategies, managing over $1.1 billion with a team of eight advisors across five offices.

Steven St. Pierre is a CFP® with 27 years of industry experience, currently serving as an advisor at Shepherd Financial Partners, LLC since 2017. He has also been affiliated with LPL Financial LLC since 2007. Outside of his advisory roles, he is the managing member of St. Pierre Financial Services, PLLC, a pass-through tax entity. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a diverse investment approach that includes traditional asset classes, private funds, and derivatives strategies.

Samuel Shepherd is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He has worked at LPL Financial, LLC since 2017 and has been with Shepherd Financial Partners, LLC since 2016. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines traditional asset classes with access to private investment funds and derivatives-based strategies, managing over $1.1 billion across eight advisors and five offices.

James Lister Jr. is a financial advisor with Shepherd Financial Partners, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Shepherd Financial Partners since 2016 and has been affiliated with LPL Financial since 2011. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm integrates traditional asset classes with private investment funds and derivatives-based strategies, managing over $1.1 billion with a team of eight advisors across five offices.

Steve Kuhlman is a financial advisor at Shepherd Financial Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shepherd Financial Partners since 2014. Outside of his advisory role, he serves as a board member for Lead Surge LLC, a for-profit organization. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes traditional asset classes, private investment funds, interval funds, and derivatives-based strategies, managing over $1.1 billion with eight advisors across five offices.

Robert Shepherd is a CFP®-certified financial advisor with 37 years of industry experience. He is affiliated with LPL Financial and leads Shepherd Financial Partners, LLC, an independent registered investment advisory firm. Shepherd also serves as a notary public and is a for-profit board member of a construction company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by in-house research and a large network of investment adviser representatives.

Anthony Ciaramitaro is a financial advisor at Shepherd Financial Partners, LLC with a Series 66 designation and six years of industry experience. His prior roles include positions at Charter Oak Capital Management, Boston Light Financial, Eaton Vance, Forrester, and Saint Anselm College. Shepherd Financial Partners serves individual and high-net-worth clients, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines traditional asset classes with private investment funds and derivatives-based strategies, and it manages over $1.1 billion across eight advisors in five offices.