Jonathan Perry

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

Jonathan Perry

Jonathan Perry

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

Biography

Currently, Jonathan Perry occupies the position of CFO, Managing Director-Finance & Human Resources at Shepherd Kaplan LLC. He is also Member of Massachusetts Society of Certified Public Accountants, Inc. and Associate Member at The American Institute of Certified Public Accountants. He received an undergraduate degree from Villanova University.

Overview
RelSci Relationships

523

Relationships
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Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Chief Technology Officer at Shepherd Kaplan LLC

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

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Member & Senior Advisor at Shepherd Kaplan LLC

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Director, Reporting at Shepherd Kaplan LLC

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Jonathan Perry
Chief Financial Officer Managing Director of Finance & Human Resources at Shepherd Kaplan LLC
Education
Bachelor of Science in Accounting
Class of 1999

Villanova University is a private university located in Radnor Township, a suburb northwest of Philadelphia, Pennsylvania, in the United States. Named for Saint Thomas of Villanova, the school is the oldest Catholic university in the Commonwealth of Pennsylvania. Founded in 1842 by the Order of Saint Augustine, the university traces its roots to old Saint Augustine's Church, Philadelphia, which the Augustinian friars founded in 1796, and to its parish school, Saint Augustine's Academy, which was established in 1811.

Memberships
Associate Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member
Current

Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA.

Career History
Chief Financial Officer Managing Director of Finance & Human Resources
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.

Associate Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Auditor
Prior

Wolf & Co. PC engages in the provision of consulting, accounting, and information technology compliance services. It offers risk management, tax, and information assurance services through a network of certified public accountants (CPAs) and certified information system security professionals. The company was founded by Edwin L. Pride in 1911 and is headquartered in Boston, MA.

Other Affiliations
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