Danny Magalei

Client Services Associate at Shepherd Kaplan Krochuk, LLC

Danny Magalei has extensive experience in various roles such as Client Services Associate at Shepherd Kaplan Krochuk, LLC, Operations Manager at Norm's RV, and Director of Client Services & Production Assistant at Geringer Group. With a background in Business Administration and an MBA in Business Management from Point Loma Nazarene University, Danny has demonstrated skills in team development, process improvement, and maintaining strong customer relationships throughout their career.

Location

San Diego, United States

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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.


Employees

51-200

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