David Morris Shepherd

Co-Founder at Shepherd Kaplan LLC

David Morris Shepherd

David Morris Shepherd

Co-Founder at Shepherd Kaplan LLC

Biography

Mr. David M. Shepherd is a Co-Founder, Managing Member & Co-Chief Executive Officer at Shepherd Kaplan Krochuk LLC and a Managing Member & Co-Chief Executive Officer at Shepherd Kaplan LLC. He has primary responsibility for the Institutional Advisory Practice. He oversees the Firm’s investment research and fiduciary consulting resources. He also heads the Firm’s proprietary systems development strategy alongside Shepherd Kaplan’s in-house technology team. He co-chairs the Firm’s Investment Committee and works closely with the Research Committee. He has over 27 years of experience in investment research, product development and consulting to the pension, endowment and foundation and family office marketplace. He advises the Investment Committees of numerous corporations on investment policy design, monitoring regimens and fiduciary compliance. He is also a frequent public speaker, discussing risk and investment management and fiduciary governance. He co-founded the firm in 1998. [He holds a degree in Economics and Finance from Boston University.

Overview
Career Highlights

Shepherd Kaplan Krochuk LLC
Shepherd Kaplan LLC

RelSci Relationships

72

Number of Boards

2

Contact Data
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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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Member, General Counsel 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

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Former Partner at Shepherd Kaplan LLC

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Former Partner 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 at Shepherd Kaplan LLC

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David Morris Shepherd
Co-Founder at Shepherd Kaplan LLC
Education
Economics & Finance

Boston University (most commonly referred to as BU) is a private research university located in Boston, Massachusetts. The university is nonsectarian, but is historically affiliated with the United Methodist Church. The university has more than 4,000 faculty members and 29,000 students,and is one of Boston's largest employers. It offers bachelor's degrees, master's degrees, and doctoral degrees, and medical and dental degrees through 18 schools and colleges on two urban campuses. The main campus is situated along the Charles River in Boston's Fenway-Kenmore and Allston neighborhoods, while the Boston University Medical Campus is in Boston's South End neighborhood. BU also operates 75 study abroad programs in over 33 cities in over 20 countries and has internship opportunities in 10 different countries (including the United States and abroad).

Career History
Co-Founder, Managing Member & Co-Chief Executive Officer
2001 - Current

Shepherd Kaplan Krochuk offers long-only, long/short, sector-based, closed-end opportunities, multi-strategy, and global tactical asset allocation investment strategies. Their strategies are available through pooled investment vehicles, structured products and separately managed accounts.

Co-Founder
1998 - 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 Morris Shepherd is affiliated with Shepherd Kaplan Krochuk LLC, Shepherd Kaplan LLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by David Morris Shepherd. 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 Morris Shepherd's profile does not indicate a business or promotional relationship of any kind between RelSci and David Morris Shepherd.