PLAN FIRST - Key Persons

Brian McClard

Job Titles:

Partner
Director of Investments
Head of Investments

You are here: Home 1 / About 2 / Leadership 3 / Brian McClard Brian McClard is the director of investments and partner of Ronald Blue Trust. He is responsible for managing the company's Investments Strategy Group (ISG) and overseeing the Investment Operations team. Brian and his team develop and implement investment strategies for the company that seek to increase the probability of successfully meeting clients' financial planning goals. The ISG is responsible for constructing model portfolios, selecting investment instruments, and performing ongoing due diligence of those investments. The Investment Operations team executes daily investment operations and manages relevant operational business partners. Prior to joining the company, Brian served as chief investment strategist for Voisard Asset Management Group, an investment and wealth management firm. He also served at Fifth Third Bank as a portfolio manager. Brian earned a dual BS degree in finance and accounting from the University of South Florida and an MBA focusing on international management from the Thunderbird School of Global Management. Brian holds the Charted Financial Analyst® (CFA®) designation and is a member of the CFA Institute. He is also a member of the Atlanta Society of Finance and Investment Professionals, and serves on the BlackRock RIA Advisory Council, the Fidelity Services Steering Committee, the iCapital Advisory Council, and the Fidelity Bank Trust Advisor Council.

Brian Shepler - COO, President

Job Titles:

Chief Operating Officer
President
Senior Partner

You are here: Home 1 / About 2 / Leadership 3 / Brian Shepler 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.