David Charles Kaplan
Chief Executive Officer at Shepherd Kaplan LLC
Profile
Mr. David C.
Kaplan is an Owner & Member of the Management Board at Shepherd Kaplan Krochuk LLC and a Co-Chief Executive Officer at Shepherd Kaplan LLC.
He is actively involved in the development of the Firm’s intellectual property, consulting tools and technological capabilities.
He also co-chairs the Firm’s Wealth Management Investment Committee and is responsible for developing the Firm’s Private Wealth practice and related operations.
He has over 25 years of experience in investment management, product development, marketing and education in the financial services industry.
He provides consultation to private investors, trusts and foundations with deep expertise in the investment portfolio design and risk management areas.
Mr. Kaplan holds a degree in Literature and Philosophy from the University of Massachusetts, Amherst.
David Charles Kaplan active positions
| Companies | Position | Start |
|---|---|---|
Shepherd Kaplan LLC
 Shepherd Kaplan LLC Investment ManagersFinance Shepherd Kaplan LLC (SK) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Shepherd and David Kaplan in 1998 and is a majority-owned and wholly-controlled subsidiary of Shepherd Kaplan Krochuk LLC. SK provides investment advisory services to institutional and private clients as well as endowment and foundation. | Chief Executive Officer | 01/01/1998 |
Shepherd Kaplan Krochuk LLC
 Shepherd Kaplan Krochuk LLC Investment ManagersFinance Shepherd Kaplan Krochuk LLC (SKK) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was originally founded in 2001 by Gregory Fraser, Rudolph Kluiber and Timothy Krochuk as GRT Capital Partners LLC. In 2017, Shepherd Kaplan LLC, a Boston-based registered investment advisor, combined their business with GRT Capital Partners. The transaction resulted in Shepherd Kaplan LLC becoming a majority-owned and wholly-controlled subsidiary of GRT Capital Partners. GRT Capital Partners' name was changed to Shepherd Kaplan Krochuk LLC. SKK offers regular and continuous advisory services for private investment funds, pension plans, investment companies, institutions, endowments & foundations, private clients, family offices, and high net worth individuals. | Founder | 01/01/2001 |
Training of David Charles Kaplan
| University of Massachusetts | Undergraduate Degree |
Experiences
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Linked companies
| Private companies | 2 |
|---|---|
Shepherd Kaplan LLC
Shepherd Kaplan LLC Investment ManagersFinance Shepherd Kaplan LLC (SK) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Shepherd and David Kaplan in 1998 and is a majority-owned and wholly-controlled subsidiary of Shepherd Kaplan Krochuk LLC. SK provides investment advisory services to institutional and private clients as well as endowment and foundation. | Finance |
Shepherd Kaplan Krochuk LLC
Shepherd Kaplan Krochuk LLC Investment ManagersFinance Shepherd Kaplan Krochuk LLC (SKK) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was originally founded in 2001 by Gregory Fraser, Rudolph Kluiber and Timothy Krochuk as GRT Capital Partners LLC. In 2017, Shepherd Kaplan LLC, a Boston-based registered investment advisor, combined their business with GRT Capital Partners. The transaction resulted in Shepherd Kaplan LLC becoming a majority-owned and wholly-controlled subsidiary of GRT Capital Partners. GRT Capital Partners' name was changed to Shepherd Kaplan Krochuk LLC. SKK offers regular and continuous advisory services for private investment funds, pension plans, investment companies, institutions, endowments & foundations, private clients, family offices, and high net worth individuals. | Finance |
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