Michael Halloran

Managing Director-Institutional Advisory Practice at Shepherd Kaplan LLC

Michael Halloran

Michael Halloran

Managing Director-Institutional Advisory Practice at Shepherd Kaplan LLC

Biography

Michael is a Senior Vice President with a focus on Wealth Management and the Institutional Advisory Practice. He also serves on the Firm’s Wealth Management Investment Committee. Michael has 14 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 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

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Co-Founder at Shepherd Kaplan LLC

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Co-Founder at Shepherd Kaplan LLC

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Chief Compliance Officer, General Counsel, Member, Non-Voting Shares 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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Partner & Director of Technology at Shepherd Kaplan LLC

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

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Member & Managing Director-Development at Shepherd Kaplan LLC

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

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