Eric P Scruggs

Senior Advisor at Shepherd Kaplan LLC

Eric P Scruggs

Eric P Scruggs

Senior Advisor at Shepherd Kaplan LLC

Biography

Eric is a Senior Advisor in the Private Wealth Practice where he focuses on high-net-worth individuals, families and family offices. His areas of expertise include customized portfolio design and implementation, comprehensive financial planning, and personalized financial education. Prior to joining Shepherd Kaplan, Eric was a partner, and the Chief Investment Officer at Acorn Financial Services. He was responsible for comprehensive financial planning, building retirement projections, and due diligence and monitoring of investment strategies. Eric graduated from the Kenan-Flagler School of Business at the University of North Carolina – Chapel Hill with his M.B.A. and holds a bachelor degree from The College of William and Mary with majors in economics and government. He is a Certified Financial Planner (CFP®) Professional.

Overview
RelSci Relationships

42

Relationships
RelSci Relationships are individuals Eric P Scruggs likely has professional access to. A relationship does not necessarily indicate a personal connection.

Director, Reporting at Shepherd Kaplan LLC

Relationship likelihood: Average

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

Relationship likelihood: Average

Member, Chief of Staff & Chief Information Security Officer at Shepherd Kaplan LLC

Relationship likelihood: Average

Director & Senior Advisor at Shepherd Kaplan LLC

Relationship likelihood: Average

Senior Advisor-Investment Advisors at Shepherd Kaplan LLC

Relationship likelihood: Average

Chief Technology Officer at Shepherd Kaplan LLC

Relationship likelihood: Average

Member, General Counsel at Shepherd Kaplan LLC

Relationship likelihood: Average

Chairman at Shepherd Kaplan LLC

Relationship likelihood: Average

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Average

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Average

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Eric P Scruggs
Senior Advisor at Shepherd Kaplan LLC
Career History
Senior Advisor
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

Eric P Scruggs is affiliated with Shepherd Kaplan LLC

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