Daniel Fink

Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

Daniel Fink

Daniel Fink

Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

Biography

Daniel is the Research Manager for Shepherd Kaplan supporting the Institutional and Private Consulting practices. He is responsible for performing quantitative analytics and due diligence on investment managers. Previously at Shepherd Kaplan, Dan was responsible for overseeing the operational implementation of clients’ plans and assisted senior consultants with client recommendations and portfolio construction.

Prior to joining Shepherd Kaplan, he worked in the Institutional Relationship Management Department of State Street Global Advisors and the International Corporate Actions Department of Brown Brothers Harriman & Co. Dan serves on Shepherd Kaplan’s Investment Committee. He received a B.A. in Economics from College of the Holy Cross.

Overview
RelSci Relationships

41

Number of Boards

1

Relationships
RelSci Relationships are individuals Daniel Fink likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Shepherd Kaplan LLC

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Chairman at Shepherd Kaplan LLC

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Co-Founder at Shepherd Kaplan LLC

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Co-Founder at Shepherd Kaplan LLC

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Partner at Shepherd Kaplan LLC

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Partner at Shepherd Kaplan LLC

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Chief Investment Officer & Managing Director-Research at Shepherd Kaplan LLC

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Principal, Senior Investment Advisory Consultant & Director of Planning at Shepherd Kaplan LLC

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Senior Advisor-Investment Advisors at Shepherd Kaplan LLC

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Former Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

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Daniel Fink
Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC
Education
BA in Economics

The College of the Holy Cross (or Holy Cross) is an undergraduate Roman Catholic, Jesuit, liberal arts college located in Worcester, Massachusetts, USA. Founded in 1843, Holy Cross is the oldest Roman Catholic college in New England and one of the oldest in the United States.

Career History
Principal, Senior Investment Advisory Consultant
Tenure Unconfirmed

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.

International Corporate Actions Department
Prior

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

Institutional Relationship Management Department
Prior

SSgA-GB is an active, quantitative manager which performs in-house research and has a focus on indexing. They offer a range of mandates including passive equity, active equity, long/short equities, active bonds, passive bonds, cash management, currency and hedge funds.The firm's Pooled Asset Liability Matching Solution (PALMS) and Dynamic Risk Allocation Model (DRAM) were developed to help global pension funds match future liabilities within changing interest rates and to help determine the response of an asset mix to a given set of changes in the market, respectively.Their fixed-income teams use both active and passive management and specialist private equity teams provide guidance to private companies, focusing or restructuring them if necessary to increase their returns.

Boards & Committees
Member, Investment Committee
Current

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.

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