David Kalpan

Co-Founder at Shepherd Kaplan LLC

David Kalpan

David Kalpan

Co-Founder at Shepherd Kaplan LLC

Biography

David is co-founder and Managing Member of Shepherd Kaplan LLC, with primary responsibilities as the Chief Operating Officer and for the Private Wealth Management practice.

David has over 22 years experience in investment management, product development, marketing and education in the financial services industry. David provides consultation to private investors, trusts and foundations in the areas of investment portfolio design and risk management.

As a Managing Member, David is also responsible for the development of the Firm's intellectual property, and consulting tools and methodologies. David co-chairs the Investment Committee.

David holds a B.A. degree from the University of Massachusetts, Amherst.

Overview
Career Highlights

Shepherd Kaplan LLC

RelSci Relationships

46

Number of Boards

1

Relationships
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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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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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Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

Relationship likelihood: Strong

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David Kalpan
Co-Founder at Shepherd Kaplan LLC
Education
BA

UMass Amherst, the flagship campus of the University of Massachusetts system, sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts, 90 miles from Boston and 175 miles from New York City. The campus provides a rich cultural environment in a rural setting close to major urban centers.

Career History
Co-Founder
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.

Boards & Committees
Co-Chair, 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.

Other Affiliations

David Kalpan is affiliated with Shepherd Kaplan LLC, Shepherd Kaplan LLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by David Kalpan. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of David Kalpan's profile does not indicate a business or promotional relationship of any kind between RelSci and David Kalpan.