Brian Shepler

Brian-Shepler

Brian Shepler

President, EVP Client Services

Brian Shepler is the president and executive vice president of Client Services. As president, Brian oversees the day-to-day management and strategic development of the company. As EVP of Client Services, he supports the entire field organization and its divisions by reinforcing best practices related to corporate culture, growth strategies, advisor compensation/incentives, and compliance. In addition, Brian leads the talent acquisition and development function for the company. Leveraging his background in the investment banking and private equity fields, Brian primarily serves Ronald Blue Trust clients who own family businesses, providing advice regarding business succession, strategic growth planning, and corporate capital planning. Brian began his career with Goldman, Sachs & Co. in New York and came to Ronald Blue Trust in 2000 from SunTrust Banks, Inc., where he served in various roles in the investment banking and equity research divisions. He received a BA in mathematics from DePauw University and earned an MBA in finance from the University of Chicago.