MD

Madison J. Desantis

Client Services Associate at Shepherd Kaplan Krochuk, LLC

Madison J. DeSantis has experience as a Client Services Associate and Operations Associate at Shepherd Kaplan Krochuk, LLC. Prior to that, Madison worked as a College Financial Advisor at Northwestern Mutual and held various roles at Roger Williams University, such as Economics Tutor and Business Enterprise Teaching Assistant & Tutor. Madison also has experience as a Waitress at Salmon Run Fish House and Morgan House Inn and Restaurant. Madison graduated from Roger Williams University with a Bachelor of Science in Finance and a double major in Economics.

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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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