Shepherd Kaplan Krochuk, Llc
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.
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Verified contacts
29
available on Kipplo
LinkedIn employees
36
51 to 200 range
Open roles
—
no listings
Distinct roles
23
indexed titles
Tech stack
2
tools in use
Monthly traffic
298
organic / mo
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Decision-makers and verified team members
29 contacts with verified email or phone · masked until revealed.
- DK
David Kaplan
Member Board of Directors · General Business & Management
EmailPhone - PG
Paul Gehrke
Deputy General Counsel · Legal
EmailPhone - BD
Bayard Dodge
SVP, Counsel · Legal
EmailPhone - CS
Cameron Seymour
Vice President · General Business & Management
EmailPhone - DP
David Perlin
Senior Vice President · General Business & Management
EmailPhone - DC
Drew Cardona
SVP of Finance and Accounting · Finance & Accounting
EmailPhone - JB
John Bosco
Vice President, Investment Research · Finance & Accounting
EmailPhone - LR
Lily Roberts
Vice President, Special Projects · General Business & Management
EmailPhone - MA
Mitesh Amin
Senior Vice President of Technology Development · Information Technology
EmailPhone
Showing 9 of 29 verified contacts
Top roles at Shepherd Kaplan Krochuk, Llc
23 distinct titles indexed · top 10 shown.
- 2operations associate
- 2senior vice president
- 2svp, counsel
- 1&,
- 1, &
- 1client services associate
- 1deputy general counsel
- 1executive assistant
- 1hedge fund trader
- 1investment research associate
- +13more titles
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