David Morris Shepherd

Co-Founder at Shepherd Kaplan LLC

David Morris Shepherd

David Morris Shepherd

Co-Founder at Shepherd Kaplan LLC

Biography

Founder of Shepherd Kaplan LLC and Shepherd Kaplan Krochuk LLC, David Morris Shepherd is Managing Member at Shepherd Kaplan Krochuk LLC and Managing Member at Shepherd Kaplan LLC (a subsidiary of Shepherd Kaplan Krochuk LLC). He is also on the board of Cristcot, Inc. and Cristcot LLC. Mr. Shepherd received an undergraduate degree from Boston University.

Overview
Career Highlights

Shepherd Kaplan LLC

RelSci Relationships

80

Number of Boards

3

Contact Data
Trying to get in touch with David Morris Shepherd? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals David Morris Shepherd likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Owner & President at Shepherd Kaplan LLC

Relationship likelihood: Strong

Chairman at Shepherd Kaplan LLC

Relationship likelihood: Strong

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Former Partner at Shepherd Kaplan LLC

Relationship likelihood: Strong

Former Partner at Shepherd Kaplan LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Senior Vice President at Shepherd Kaplan LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Former Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

Relationship likelihood: Strong

Paths to David Morris Shepherd
Potential Connections via
Relationship Science
You
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
Managing Member
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.