Shepherd Kaplan Krochuk, LLC
Chris Cole, CFP® has been with Shepherd Kaplan Krochuk, LLC since September 2007, holding various titles such as Member, Senior Wealth Advisor, SVP, Private Wealth Advisor, and Director of Operations & Client Service. Prior to that, Chris worked at Fidelity Investments as a Senior Trust Accountant. Chris graduated from Boston University in 2006 with a Bachelor of Science in Business Administration.
Shepherd Kaplan Krochuk, LLC
Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities. Formerly named GRT Capital Partners, LLC, the firm was renamed in November 2017, when it combined with Shepherd Kaplan, LLC (SK), a Boston-based Registered Investment Advisory firm. Shepherd Kaplan, LLC is now the wealth management division of SKK, serving individuals, family offices, and institutions. SK provides consulting and investment management services, helping clients structure and safeguard their assets over the long-term. In addition to the wealth management services, our asset management division provides an array of complementary and innovative solutions, seeking attractive risk-adjusted returns for investors. As a privately-held firm, Shepherd Kaplan Krochuk, LLC proudly maintains an ownership structure which fosters a collaborative culture and allows us to put our clients first.