Shepherd Kaplan Krochuk, LLC
Drew Cardona, CPA, CFA has a background in finance and accounting, with experience in various roles at companies such as Shepherd Kaplan Krochuk, LLC, HighVista Strategies, Highfields Capital, and Glenview Capital. Drew holds a Bachelor of Science in Accounting and Finance from Boston College.
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.