David White

Director, Institutional Advisory Practice at Shepherd Kaplan LLC

David White

David White

Director, Institutional Advisory Practice at Shepherd Kaplan LLC

Biography

David is the Director of Institutional Practice for Shepherd Kaplan. He has more than 8 years of institutional finance experience, having begun his career at SK directly out of college in 2009. At Shepherd Kaplan, David focuses on the transition of new pension and 401(k) clients, development of client deliverables, and daily interaction with both clients and institutional consultants. He is also Secretary for the Investment Fiduciary Outsourcing Committee. David graduated from Boston College’s Carroll School of Management with a degree in Finance and Accounting.

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Co-Founder 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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Chairman at Shepherd Kaplan LLC

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Member, General Counsel at Shepherd Kaplan LLC

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Partner & Director of Technology at Shepherd Kaplan LLC

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Senior Advisor at Shepherd Kaplan LLC

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Chief Information Security Officer at Shepherd Kaplan LLC

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Chief Financial Officer Managing Director of Finance & Human Resources at Shepherd Kaplan LLC

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Managing Director-Institutional Advisory Practice at Shepherd Kaplan LLC

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David White
Director, Institutional Advisory Practice at Shepherd Kaplan LLC
Career History
Director, Institutional Advisory Practice
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.

Other Affiliations

David White is affiliated with Shepherd Kaplan LLC

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