David Kaplan's Professional Contact Details

Mobile Number (Verified)
Get Mobile Number
HQ
+1 617-896-1600
Location
Boston, Massachusetts

David Kaplan's Current Company Details

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 No...
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.

David Kaplan's Work History and Education

Shepherd Kaplan Krochuk, LLC
Managing Member
2017 - Present
Shepherd Kaplan LLC
Co-Founder, Managing Partner
1998 - Present
QMENTA
Member Board of Directors
2023 - Present
Trellis Software, Inc.
Member Board of Directors
2022 - Present

Others Named David Kaplan

Partner, Employee Benefits and Executive Compensation at Troutman Pepper
General Manger Proper Grit at The Ben Hotel
Regional Sales Manager at Unifloor
Chair and Professor of Management at Saint Louis University
Associate Director - Audit and Assurance Services at Merck

Frequently Asked Questions about David Kaplan


What company does David Kaplan work for?

David Kaplan works for Shepherd Kaplan Krochuk, LLC.

What is David Kaplan's role at Shepherd Kaplan Krochuk, LLC?

David Kaplan's role at Shepherd Kaplan Krochuk, LLC is Managing Member.

What is David Kaplan's email address?

David Kaplan's email address is d**@skk-llc.com.

What is David Kaplan's business email address?

David Kaplan's business email address is d**@skk-llc.com.

What is David Kaplan's direct mobile number?

David Kaplan's direct mobile number is (617) XXX-XXXX.

What is David Kaplan's HQ phone number?

David Kaplan's HQ phone number is +1 617-896-1600.

What industry does David Kaplan work in?

David Kaplan works in the Financial Services industry.

Who are David Kaplan's colleagues?

David Kaplan's colleagues are Caitlin Little, Jillian Fitzgerald, Tom Fallon, John Geringer and more.
Executive Assistant
Senior Executive Assistant
Client Services Associate
Investment Advisor Representative and Vice President
Senior Vice President Of Technology Development

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

"We love the interface, the experience, and most importantly… the results."

Erik Straub

Chief Marketing Officer, Kickfurther

"Using Apollo, we’ve solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects."

Michael Transon

CEO, Victorious

Ready to try it out?

Get started for free, then add your whole team. You can always talk to sales if you’re interested in advanced plans.