DK
David Kaplan
Managing Member at Shepherd Kaplan Krochuk,
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Work Experience
Managing Member
Nov 2017 - Present · 7 years and 1 months
Co-Founder, Managing Partner
Jan 1998 - Present · 26 years and 11 months
Member Board Of Directors
Oct 2023 - Present · 1 years and 2 months
Company Details
51-200 Employees
Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities. Formerly named GRT Capital Partners, LLC, the firm was renamed in November 2017, when it combined with Shepherd Kaplan, LLC (SK), a Boston-based Registered Investment Advisory firm. Shepherd Kaplan, LLC is now the wealth management division of SKK, serving individuals, family offices, and institutions. SK provides consulting and investment management services, helping clients structure and safeguard their assets over the long-term. In addition to the wealth management services, our asset management division provides an array of complementary and innovative solutions, seeking attractive risk-adjusted returns for investors. As a privately-held firm, Shepherd Kaplan Krochuk, LLC proudly maintains an ownership structure which fosters a collaborative culture and allows us to put our clients first.
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services
HQ Location
53 State Street 23rd Floor Boston, Massachusetts 02109, US
Keywords
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