Richard Blair

Senior Vice President at Shepherd Kaplan Krochuk, LLC

Richard Blair, CFA, CAIA, is currently the Senior Vice President and Director of Alternative Investments at Shepherd Kaplan Krochuk, LLC. Prior to their current role, Richard worked as a Portfolio Analyst at Amherst College and as a Relationship Manager at Brighton House Associates. Richard holds a Bachelor of Science degree in Finance and Economics from the Alfred Lerner College of Business & Economics at the University of Delaware.

Location

Boston, 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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