Shepherd Kaplan LLC Employee Directory

Q: What is Shepherd Kaplan LLC known for?

Shepherd Kaplan LLC was founded in 1998. Shepherd Kaplan LLC operates in the Financial Services industry.

Q: How many employees does Shepherd Kaplan LLC have currently?

Shepherd Kaplan LLC has approximately 10 employees.

Q: Who are Shepherd Kaplan LLC's key employees and leadership?

Shepherd Kaplan LLC's key employees include: Founder: S. K..

Financial ServicesUnited States2-10 Employees

Shepherd Kaplan, LLC is now the wealth management division of Shepherd Kaplan Krochuk, LLC, serving individuals, family offices, and institutions. SK provides consulting and investment management services, helping clients structure and safeguard their assets over the long-term. 

Shepherd Kaplan Krochuk, LLC 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, a Boston-based Registered Investment Advisory firm. In addition to 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 LLC employees' phone numbers or email addresses

Shepherd Kaplan LLC Global Highlights

North America
16

United States Of America
16

Shepherd Kaplan LLC's Leadership

S. K.
Founder
Mobile Phone
Email
D. M. S.
Managing Partner
Mobile Phone
Email
J. A.
Vice President, Portfolio Administration
Mobile Phone
Email
M. H.
Director, Institutional Consulting
Mobile Phone
Email
A. S.
Director Of Finance
Mobile Phone
Email
C. P.
Controller
Mobile Phone
Email
A. C.
Manager, Research & Senior Investment Strategist
Mobile Phone
Email
A. T. M.
Managing Principal
Mobile Phone
Email

Contact profiles from Shepherd Kaplan LLC

Name

Title

Contact Info

Location

Last Update

G. D.
Associate
Mobile Phone
Email
United StatesMassachusetts
Aug 12, 2025
B. C.
Corporate Analyst
Mobile Phone
Email
United StatesMassachusetts
Jun 25, 2025
C. B.
Deputy General Counsel
Mobile Phone
Email
United StatesMassachusetts
Oct 22, 2024
K. R.
Analyst
Mobile Phone
Email
United StatesFlorida
Oct 23, 2024
R. A.
Financial Analyst
Mobile Phone
Email
United StatesMassachusetts
Jul 27, 2024
T. K.
Research Associate
Mobile Phone
Email
United StatesMassachusetts
Feb 20, 2024

Frequently Asked Questions

What is Shepherd Kaplan LLC known for?

Shepherd Kaplan LLC was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 53 State Street, 23rd Floor Boston, MA 02109, US; you can contact the main corporate office by phone at

+1-617-896-****

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

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

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

How many employees does Shepherd Kaplan LLC have currently?

Shepherd Kaplan LLC has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Shepherd Kaplan LLC's key employees include:

Founder: S. K.
Managing Partner: D. M. S.
Vice President, Portfolio Administration: J. A.
Director, Institutional Consulting: M. H.
Director Of Finance: A. S.

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