David Perlin

Senior Vice President at Shepherd Kaplan Krochuk, LLC

David Perlin is currently serving as a Board of Directors at Sizzle Acquisition Corp. and holds the position of Senior Vice President at Shepherd Kaplan Krochuk, LLC. David is also the Founder & CEO of Pearl Investment Partners. David has extensive experience in the finance and investment management industry, with past roles at companies such as Goldman Sachs, HSBC Securities, and Keel Capital LLC. David holds an MBA in Finance from NYU Stern School of Business.

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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.


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51-200

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