Chris Cogliano

Chris Cogliano serves as Portfolio Manager at Shepherd Financial Partners LLC, where he leads portfolio construction, risk management, and trading for client accounts. He specializes in alternative investments and private placements, utilizing extensive research and analytical skills to tailor investment strategies to clients’ unique financial goals. His work also covers broader asset classes including equities, real estate, and commodities, reflecting a strong focus on market cycle dynamics and sector-specific opportunities.

Before his current role, Chris was a Portfolio Specialist and Investment Analyst at Shepherd Financial Partners from 2023 to 2025, and previously an Investment Professional at U.S. Boston Capital Corporation, where he gained expertise in financial modeling, deal structuring, and due diligence for private investments. His career demonstrates a blend of hands-on investment analysis and sophisticated client portfolio advisory across traditional and alternative markets.

Chris holds a Bachelor’s Degree in Finance and Accounting from Boston College, where he was also a member of the varsity Track and Cross Country teams. He maintains FINRA Series 7 and 66 registrations and has contributed market commentary and research insights through public updates and client-focused events. Based in Boston, MA, Chris is recognized for his strategic perspective in alternative investments and commitment to informed, individualized client service.