Shepherd Kaplan LLC

Shepherd Kaplan LLC

Shepherd Kaplan LLC

Date Founded



125 Summer Street,22nd floor,Boston, MA 02110-1654

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.

Contact Data
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Executives & Employees


Managing Member, President

Chief Compliance Officer, General Counsel

Member & Senior Advisor

Partner & Director of Technology

Member & Managing Director-Development

Chief Financial Officer & Managing Director-Finance & Human Resources

Board of Directors

Chairman at Shepherd Kaplan LLC

Paths to Shepherd Kaplan LLC
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Shepherd Kaplan LLC

The American Law Institute is the leading independent organization in the United States producing scholarly work to clarify, modernize, and improve the law. ALI drafts, discusses, revises, and publishes Restatements of the Law, Model Codes, and Principles of Law that are enormously influential in the courts and legislatures, as well as in legal scholarship and education.

Non-Profit Donations & Grants
$2,500 - $4,999
$3,000 - $5,999
$1,000 - $4,999
Awards & Honors
Rank #6
Financial Planning Magazine - Fastest Growing RIAs
Rank #12
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #5
Financial Planning Magazine - Fastest Growing RIAs
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