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 Leadership Team at Shepherd Kaplan Krochuk, LLC (SKK) is responsible for steering the strategic direction and overall management of the firm. This team oversees various divisions, including wealth management, asset management, operations, finance, and technology development. They are instrumental in ensuring the firm’s services align with its goal of providing innovative, client-first investment solutions and safeguarding client assets for long-term sustainability.

Leadership Team

Investment Research & Management

Operations Team

Leadership Team

About

Team members

Other teams at Shepherd Kaplan Krochuk, LLC

Investment Research & Management

Operations Team