David Morris Shepherd
Founder at Shepherd Kaplan LLC
Profile
Mr. David M.
Shepherd is an Owner & Management Board Member at Shepherd Kaplan Krochuk LLC and a Co-Chief Executive Officer at Shepherd Kaplan LLC.
He is on the Board of Directors at Cristcot LLC and Cristcot, Inc. He has the primary responsibility for the Institutional Advisory Practice.
He oversees the Wealth Management investment research and fiduciary consulting resources, and heads the proprietary systems development strategy alongside SKK’s in-house technology team.
Mr. Shepherd co-chairs the Firm’s Wealth Management Investment Committee and works closely with the Wealth Management Research Committee.
He has over 25 years of experience in investment research, product development and consulting to the pension, endowment, foundation and family office marketplace.
He advises the Investment Committees of numerous corporations on investment policy design, monitoring regimens and fiduciary compliance.
He received his undergraduate degree from Boston University.
David Morris Shepherd 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. | Founder | 1997-12-31 |
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 | 2000-12-31 |
Cristcot LLC
 Cristcot LLC Pharmaceuticals: MajorHealth Technology Cristcot LLC develops drug delivery systems. The company is headquartered in Concord, MA. | Director/Board Member | - |
Cristcot, Inc.
 Cristcot, Inc. BiotechnologyHealth Technology Cristcot, Inc. provides medical device products. It offers treatments for digestive diseases, spinal cord injuries, occasional migraines, functional bowel disorders, hemorrhoids, anal fissures and palliative care. The company was founded in 2008 and is headquartered in Concord, MA. | Director/Board Member | - |
Training of David Morris Shepherd
| Boston University | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
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 |
Cristcot LLC
Cristcot LLC Pharmaceuticals: MajorHealth Technology Cristcot LLC develops drug delivery systems. The company is headquartered in Concord, MA. | Health Technology |
Cristcot, Inc.
Cristcot, Inc. BiotechnologyHealth Technology Cristcot, Inc. provides medical device products. It offers treatments for digestive diseases, spinal cord injuries, occasional migraines, functional bowel disorders, hemorrhoids, anal fissures and palliative care. The company was founded in 2008 and is headquartered in Concord, MA. | Health Technology |
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