About Shepherd Kaplan Krochuk
Shepherd Kaplan Krochuk is a company based in Boston (United States). It operates as a Professional Services. Shepherd Kaplan Krochuk has completed 1 acquisition, including Peak Capital Management. Shepherd Kaplan Krochuk offers products and services including Wealth Management, Asset Management, and Family Office Services. Shepherd Kaplan Krochuk operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter Boston, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website skk-llc.com
- Social Facebook
- Legal Name Shepherd Kaplan Llc
- Investments & Acquisitions
Products & Services of Shepherd Kaplan Krochuk
Shepherd Kaplan Krochuk offers a comprehensive portfolio of products and services, including Wealth Management, Asset Management, and Family Office Services.
Wealth management services are provided for private clients.
Asset management services are offered to institutional clients.
Family office services are tailored for high-net-worth families.
People of Shepherd Kaplan Krochuk
23 people are tracked at Shepherd Kaplan Krochuk (10 in leadership, 13 in team).
| Name | Role | Group |
|---|---|---|
Pete D. | Chief Operating Officer | Leadership |
Eric Collea | Senior Vice President Operations | Leadership |
Lily Roberts | Vice President, Special Projects | Leadership |
John Bosco | Vice President, Investment Research | Leadership |
David Perlin | Senior Vice President | Leadership |
Cameron Seymour | Vice President | Leadership |
Michael Halloran | Senior Vice President | Leadership |
Stephen M. Brackett | President, Managing Member, Co-head Of Alternative Investments At Shepherd Kaplan Krochuk | Leadership |
David Leather | Vice President Operations | Leadership |
Mitesh Amin | Senior Vice President Of Technology Development | Leadership |
Danny Magalei | Client Services Associate | Team |
Michael Howard - Johnson | Michael Howard-johnson, Cfa® | Team |
Irwin Barkan | Owner’s Representative Charity Hospital Project | Team |
Amy Kaser | Impact And ESG Investment Strategist | Team |
Heather Carroll | Accounting Associate | Team |
Jillian Fitzgerald | Senior Executive Assistant | Team |
Ellen Trung | Accounting Manager | Team |
Curtis Anderson | Operations Team Lead | Team |
Tom Fallon | Client Services Associate | Team |
Caitlin Little | Executive Assistant | Team |
3 more people are available in the full profile.
Complete people profiles for Shepherd Kaplan Krochuk
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Investments & Acquisitions by Shepherd Kaplan Krochuk
Shepherd Kaplan Krochuk has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Peak Capital Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Portfolio management and investment advisory services are provided to clients. | pcmstrategies.com | Greenwood Village, United States | 2007 | Mar 2020 | •••• |
Complete acquisition details for Shepherd Kaplan Krochuk
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Competitors of Shepherd Kaplan Krochuk
Shepherd Kaplan Krochuk operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | – | Business consulting services are provided to banks and lending institutions. | |
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| wintrust.com | 1991 | Rosemont, United States | – | 10,463 | Bank offering diversified financial services | |
| creativeplanning.com | 1983 | Overland Park, United States | $15.66M | 97 | Provider of wealth management services | |
| raymondjames.com | 1962 | St. Petersburg, United States | – | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| choiceindia.com | 1992 | Mumbai, India | – | 520 | A full-service stockbroker offering diverse investment options in India. | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| berkadia.com | 2009 | New York, United States | $1B | 1,266 | Wealth management services are provided to clients by Berkadia. | |
| zionsbank.com | 1873 | Salt Lake, United States | – | – | Zions Bank provides private banking and wealth management services for high-net-worth individuals and families. |
Detailed competitors of Shepherd Kaplan Krochuk
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Latest news on Shepherd Kaplan Krochuk
Complete news archive for Shepherd Kaplan Krochuk
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Similar companies to Shepherd Kaplan Krochuk
10 companies that operate in the same segment as Shepherd Kaplan Krochuk (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Shepherd Kaplan Krochuk
Shepherd Kaplan Krochuk is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Shepherd Kaplan Krochuk LLC is recognized as a leading SEC-registered investment advisory firm. Services are provided through two main divisions: Wealth Management and Asset Management. Customized solutions are offered to private clients and institutional investors. Family office services and investment strategies are also included in the portfolio. The firm operates with over 25 years of experience in fiduciary management. A technology platform is utilized to enhance client service delivery. The focus is placed on combining institutional capabilities with personalized attention.
Shepherd Kaplan Krochuk's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Shepherd Kaplan Krochuk offers Wealth Management, Asset Management, and Family Office Services.
Shepherd Kaplan Krochuk has made 1 acquisition, including Peak Capital Management.
Shepherd Kaplan Krochuk operates through Shepherd Kaplan Llc.