Christopher Cogliano

Christopher Cogliano is a Portfolio Specialist and Investment Analyst at Shepherd Financial Partners LLC in Boston, Massachusetts, where he also serves as a Portfolio Manager and member of the Investment Management team. In this role, he is responsible for research, portfolio construction, risk management, and trading, with a particular expertise in alternative investments and private placements. He leverages his experience to assist clients in making informed decisions across a wide range of asset classes, including private market and alternative investments.

Before joining Shepherd Financial Partners in 2023, Christopher spent several years as an Investment Professional at U.S. Boston Capital Corporation and as a Senior Associate at Pear Tree Partners LP. In these previous roles, he specialized in deal structuring, valuation, financial modeling, and performing due diligence on private investments. His career has consistently focused on private placements and alternative assets, underscoring his deep knowledge in specialized investment vehicles and non-traditional sectors.

Christopher holds a Bachelor’s degree in Accounting and Finance from Boston College, where he also participated as a student-athlete in track and cross country. He maintains Series 7 and Series 66 securities registrations and is recognized for his analytical expertise and contributions to portfolio management, risk assessment, and client advisory within the investment management industry.