Michael Halloran

Member & Managing Director-Institutional Advisory Practice at Shepherd Kaplan LLC

Michael Halloran

Michael Halloran

Member & Managing Director-Institutional Advisory Practice at Shepherd Kaplan LLC

Biography

Michael is a Member of the Firm and Managing Director of Shepherd Kaplan’s Institutional Advisory Practice. He also serves on the Firm’s Investment Committee. Michael has 13 years of experience in financial services with a specialization in consulting to the pension industry. He advises the Investment Committees for numerous corporations on investment policy design, investment management, governance and fiduciary compliance. Michael also leads the Institutional Relationship Management Team at Shepherd Kaplan and is responsible for the service and support of the Institutional Practice. He manages a team of employees that are involved in the transition of new clients, development of client deliverables, and overseeing the daily interaction with both clients and institutional consultants. Michael received his degree from Georgetown University in Marketing and Small Business Management.

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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

Relationship likelihood: Strong

Chairman at Shepherd Kaplan LLC

Relationship likelihood: Strong

Member, General Counsel at Shepherd Kaplan LLC

Relationship likelihood: Strong

Chief Technology Officer at Shepherd Kaplan LLC

Relationship likelihood: Strong

Member & Senior Advisor at Shepherd Kaplan LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Chief Compliance Officer Managing Director, Risk & Operations at Shepherd Kaplan LLC

Relationship likelihood: Strong

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Michael Halloran
Member & Managing Director-Institutional Advisory Practice at Shepherd Kaplan LLC
Career History
Member & Managing Director-Institutional Advisory Practice
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

Michael Halloran is affiliated with Shepherd Kaplan LLC

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