RW

Reading Wilson

Portfolio Manager at Shepherd Kaplan Krochuk, LLC

Reading Wilson is currently a Member of the Board of Directors at Windgap Medical, Inc., and Flatirons Bank. Previously, they served as a Portfolio Manager at Shepherd Kaplan Krochuk, LLC, GRT Capital Partners, LLC, and as a Managing Partner at LHC Management, LLC. With an educational background in Economics from Northwestern University, Reading has a wealth of experience in various financial and management roles throughout their career.

Location

Santa Barbara, United States

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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.


Employees

51-200

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