Shepherd Kaplan Krochuk, LLC
Heather Carroll is a Finance Specialist at Joint Initiatives for Youth and Families. Heather also works as an Accounting Associate at Shepherd Kaplan Krochuk, LLC. In addition, Heather runs Heather Carroll Consulting, offering freelance services in marketing, editing, event planning, writing, and social media. With a background in health and wellness consulting, legal administration, and jewelry sales, Heather possesses a diverse skill set and a passion for educating others.
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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.