What departments does Shepherd Kaplan Krochuk, LLC have?

Shepherd Kaplan Krochuk, LLC has employees across 9 departments including Operations, Program & Project Management, Research, Legal, Accounting.

What is the largest department at Shepherd Kaplan Krochuk, LLC?

The largest department at Shepherd Kaplan Krochuk, LLC is Operations with 6 employees.

Where are Shepherd Kaplan Krochuk, LLC employees located globally?

Shepherd Kaplan Krochuk, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Shepherd Kaplan Krochuk, LLC's team size changed over time?

Shepherd Kaplan Krochuk, LLC's team has decreased from approximately 39 to 37 employees based on available data.

Shepherd Kaplan Krochuk, LLC Employee Directory

Financial ServicesMassachusetts, United States11-50 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.

Find Shepherd Kaplan Krochuk, LLC employees' phone numbers or email addresses

Shepherd Kaplan Krochuk, LLC Global Highlights

North America
64

United States Of America
64

Shepherd Kaplan Krochuk, LLC's Leadership

P. D.
Chief Operating Officer
Mobile Phone
Email
D. L.
Vice President Operations
Mobile Phone
Email
S. M. B.
President, Managing Member, Co-Head Of Alternative Investments At Shepherd Kaplan Krochuk
Mobile Phone
Email
I. B.
Owner’s Representative Charity Hospital Project
Mobile Phone
Email
P. D.
Member, Chief Operating Officer
Mobile Phone
Email
R. B.
Senior Vice President
Mobile Phone
Email
D. P.
Senior Vice President
Mobile Phone
Email
M. H.
Senior Vice President, Advisor
Mobile Phone
Email

Shepherd Kaplan Krochuk, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Community & Social Services
Accounting
Other
Entrepreneurship

Contact profiles from Shepherd Kaplan Krochuk, LLC

Name

Title

Contact Info

Location

Last Update

A. C.
Manager Research Senior Investment Strategist
Mobile Phone
Email
United StatesMassachusetts
Jul 31, 2025
P. D.
Information Technology Systems Manager
Mobile Phone
Email
Oct 17, 2024
R. K.
Portfolio Manager
Mobile Phone
Email
Sep 02, 2025
W. H.
Senior Associate
Mobile Phone
Email
United StatesMassachusetts
Mar 12, 2026
M. W.
Senior Business System Analyst
Mobile Phone
Email
United StatesMassachusetts
Jul 30, 2025
H. M.
Principal
Mobile Phone
Email
Oct 23, 2024
J. S.
Principal
Mobile Phone
Email
Oct 17, 2024
P. M.
Senior Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 17, 2024
S. M.
Principal
Mobile Phone
Email
Oct 23, 2024
S. A.
Senior Associate, Client Service
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Shepherd Kaplan Krochuk, LLC known for?

Shepherd Kaplan Krochuk, LLC was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 53 State Street 23rd Floor Boston, Massachusetts 02109 United States; you can contact the main corporate office by phone at

+1-617-896-****

. Explore Shepherd Kaplan Krochuk, LLC's company overview page for more information.

What is Shepherd Kaplan Krochuk, LLC's most common email format?

Shepherd Kaplan Krochuk, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shepherd Kaplan Krochuk, LLC email formats with LeadIQ.

How many employees does Shepherd Kaplan Krochuk, LLC have currently?

Shepherd Kaplan Krochuk, LLC has approximately 37 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Shepherd Kaplan Krochuk, LLC's key employees and leadership?

As of March 2026, Shepherd Kaplan Krochuk, LLC's key employees include:

Chief Operating Officer: P. D.
Vice President Operations: D. L.
President, Managing Member, Co-Head Of Alternative Investments At Shepherd Kaplan Krochuk: S. M. B.
Owner’s Representative Charity Hospital Project: I. B.
Member, Chief Operating Officer: P. D.

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