David Kaplan

David Kaplan is a seasoned finance professional with extensive experience in wealth management and alternative asset investments. Currently serving as Managing Member at Shepherd Kaplan Krochuk, LLC since November 2017, David leads a firm that provides a comprehensive range of financial services to individuals, family offices, and institutions worldwide. As a Co-Founder and Managing Partner at Shepherd Kaplan LLC since January 1998, David has played a pivotal role in shaping the firm's offerings. Additionally, David is a member of the Board of Directors for QMENTA and Trellis Software, Inc. David's educational background includes studies at the University of Massachusetts Amherst and Tel Aviv University.