John Bosco

Vice President, Investment Research at Shepherd Kaplan Krochuk, LLC

John Bosco, CFA, CAIA, is currently Vice President of Investment Research at Shepherd Kaplan Krochuk, LLC. John has past experience as an Investment Manager at Lake Street Advisors and as an Operations Intern at The Ayco Company, L.P. John holds a Bachelor of Arts in Managerial Economics from Union College.

Location

Boston, United States

Links


Org chart


Teams


Offices


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

Links