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. 
 


Investment Management

Shepherd Kaplan Krochuk, LLC

Stephen M. Brackett

Michael Halloran

John Geringer

Cameron Seymour

Richard Blair

Mitesh Amin

David Perlin

Bayard Dodge

Drew Cardona

John Bosco

Pete D.

Joseph Armisto

The Investment Research & Management team at Shepherd Kaplan Krochuk, LLC is responsible for conducting detailed financial analysis and market research to guide investment decisions. They develop, implement, and manage investment strategies tailored to client goals, focusing on achieving attractive risk-adjusted returns. This team includes Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), portfolio managers, and specialists in impact and ESG investments, who collaborate to provide innovative and strategic wealth management solutions.

Investment Research & Management

Leadership Team

Operations Team

Investment Research & Management

About

Team members

Other teams at Shepherd Kaplan Krochuk, LLC

Leadership Team

Operations Team