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David Morris Shepherd
Fondateur chez
Shepherd Kaplan LLC
Profil
Mr. David M.
Shepherd is an Owner & Management Board Member at Shepherd Kaplan Krochuk LLC and a Co-Chief Executive Officer at Shepherd Kaplan LLC.
He is on the Board of Directors at Cristcot LLC and Cristcot, Inc. He has the primary responsibility for the Institutional Advisory Practice.
He oversees the Wealth Management investment research and fiduciary consulting resources, and heads the proprietary systems development strategy alongside SKK’s in-house technology team.
Mr. Shepherd co-chairs the Firm’s Wealth Management Investment Committee and works closely with the Wealth Management Research Committee.
He has over 25 years of experience in investment research, product development and consulting to the pension, endowment, foundation and family office marketplace.
He advises the Investment Committees of numerous corporations on investment policy design, monitoring regimens and fiduciary compliance.
He received his undergraduate degree from Boston University.
Postes actifs de David Morris Shepherd
| Sociétés | Poste | Début |
|---|---|---|
Shepherd Kaplan LLC
 Shepherd Kaplan LLC Investment ManagersFinance SK utilizes its proprietary research systems to aid in the creation of diversified portfolios. Client portfolio assets are allocated among various asset classes to meet their distinct investment objectives, risk tolerances, and liquidity needs, and then rebalanced to manage risk. Additionally, tactical shifts in asset class allocations are used to adjust for changing capital market scenarios. The firm generally recommends or selects investment managers for client portfolios. Recommended investment structures may include mutual funds, Exchange Traded Funds (ETFs), separately managed accounts, or various alternative investments, such as hedge funds, private equity funds or real estate funds. | Fondateur | 01/01/1998 |
Shepherd Kaplan Krochuk LLC
 Shepherd Kaplan Krochuk LLC Investment ManagersFinance SKK provides an array of complementary and innovative solutions that seek to provide investors with attractive risk-adjusted returns. | Fondateur | 01/01/2001 |
Cristcot LLC
 Cristcot LLC Pharmaceuticals: MajorHealth Technology Develops drug delivery systems | Directeur/Membre du Conseil | - |
Cristcot, Inc.
 Cristcot, Inc. BiotechnologyHealth Technology Operates as a strategic pharmaceutical company focused in gastroenterology and disease management | Directeur/Membre du Conseil | - |
Formation de David Morris Shepherd
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
20
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Shepherd Kaplan Krochuk LLC
Shepherd Kaplan Krochuk LLC Investment ManagersFinance SKK provides an array of complementary and innovative solutions that seek to provide investors with attractive risk-adjusted returns. | Finance |
Cristcot, Inc.
Cristcot, Inc. BiotechnologyHealth Technology Operates as a strategic pharmaceutical company focused in gastroenterology and disease management | Health Technology |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Shepherd Kaplan LLC
Shepherd Kaplan LLC Investment ManagersFinance SK utilizes its proprietary research systems to aid in the creation of diversified portfolios. Client portfolio assets are allocated among various asset classes to meet their distinct investment objectives, risk tolerances, and liquidity needs, and then rebalanced to manage risk. Additionally, tactical shifts in asset class allocations are used to adjust for changing capital market scenarios. The firm generally recommends or selects investment managers for client portfolios. Recommended investment structures may include mutual funds, Exchange Traded Funds (ETFs), separately managed accounts, or various alternative investments, such as hedge funds, private equity funds or real estate funds. | Finance |
Cristcot LLC
Cristcot LLC Pharmaceuticals: MajorHealth Technology Develops drug delivery systems | Health Technology |
