Brian Shepler is the president, chief operating officer (COO), and senior partner of Ronald Blue Trust.
As president and COO, Brian oversees the day-to-day functions and strategic development of the company, facilitating the executive leadership team and serving on the board of directors. He supports the entire field organization and its divisions by reinforcing best practices leading to field office/division health, including culture, team member development, client service, and growth. Leveraging his background in the investment banking and private equity fields, Brian also serves Ronald Blue Trust clients who own family businesses, providing advice regarding business succession, strategic growth, 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. Brian currently serves on the board of managers of the Ron Blue Institute for Financial Planning and as a member of the board of directors of Groundwire.
Brian and his wife, Cindy, have three children, and live in Roswell, Georgia.