Shepherd Kaplan LLC
Industry: Company
DescriptionFounded: 2003 Parent organization: Shepherd Kaplan Krochuk, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportShepherd KaplanWebsiteDirections Saved (0) Saved Save 2 Google reviews Financial planner in Boston, Massachusetts Address: 125 Summer St # 22, Boston, MA 02110 Phone: (617) 896-1600Place name: : : : : Hours: Category: : : Website: Website: http://www.sk-llc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Shepherd Kaplan Posting publicly on the Web Write a review Reviews 2 Google reviews
Shepherd Kaplan LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Shepherd Kaplan LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Shepherd Kaplan LLC Employees
Employee
Years
Job
Industry
Dan Sutterman Dan Sutterman's Shepherd Kaplan LLC Experience November 2014 - May 2015
Job Market Research Intern at Shepherd Kaplan LLC
Industry Financial Services
Experience
Thriev June 2015 - July 2015
Shepherd Kaplan LLC November 2014 - May 2015
The Boston Iron - National Pro Grid League May 2014 - October 2014
AlleyWire March 2014 - September 2014
Morgan Stanley June 2013 - September 2013
Spotify April 2013 - May 2013
OneGoal Hockey 2008 - 2011
Skills
Teamwork, Leadership, Time Management, Social Media, Highly personable, Superior Work Ethic, Team Leadership, Research, Critical Thinking, Coaching, Conflict Management, Networking, Entrepreneurship
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science, Business Administration; Finance and Management, Organizational Behavior, Minor in Economics
Moline High School 2008 — 2012
High School
Thriev June 2015 - July 2015
Shepherd Kaplan LLC November 2014 - May 2015
The Boston Iron - National Pro Grid League May 2014 - October 2014
AlleyWire March 2014 - September 2014
Morgan Stanley June 2013 - September 2013
Spotify April 2013 - May 2013
OneGoal Hockey 2008 - 2011
Skills
Teamwork, Leadership, Time Management, Social Media, Highly personable, Superior Work Ethic, Team Leadership, Research, Critical Thinking, Coaching, Conflict Management, Networking, Entrepreneurship
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science, Business Administration; Finance and Management, Organizational Behavior, Minor in Economics
Moline High School 2008 — 2012
High School
Clotilde Dedecker Clotilde Dedecker's Shepherd Kaplan LLC Experience December 2006 - April 2007
Job Venture Consultant at Blackstone LaunchPad USC
Industry Program Development
Experience
USC Annenberg Innovation Lab September 2015 - Present
USC Marshall School of Business January 2015 - Present
Circle of Women, Inc. March 2006 - Present
Apple June 2015 - August 2015
El Centro de Ayuda September 2014 - May 2015
Propper Daley October 2014 - January 2015
TOMS June 2014 - August 2014
Gathr Films March 2014 - June 2014
Philanthropy is Beautiful & Joan B. Hornig Foundation January 2010 - July 2013
Shepherd Kaplan LLC December 2006 - April 2007
Skills
Public Relations, Marketing, Market Research, Research, Management, Spanish, Business Planning, French, Organizational..., Retail, Nonprofits, Fundraising, Entertainment, Social Media, Community Outreach, Strategic Planning, Magazines, Public Speaking, Logo Design, Film, Entrepreneurship, Event Planning, Strategy, Marketing Strategy
Education
University of Southern California 2013 — 2016
Master in Business Administration and Master in Social Work
Harvard University 2005 — 2010
Bachelor of Arts, History and Literature: Postcolonialism
Université Vincennes-Saint-Denis (Paris VIII) 2009 — 2010
Postcolonial Theory
Universidad de Buenos Aires 2008 — 2008
Law and Social Science Faculties
Columbia University in the City of New York 2006 — 2006
Fashion Institute of Technology 2006 — 2006
USC Annenberg Innovation Lab September 2015 - Present
USC Marshall School of Business January 2015 - Present
Circle of Women, Inc. March 2006 - Present
Apple June 2015 - August 2015
El Centro de Ayuda September 2014 - May 2015
Propper Daley October 2014 - January 2015
TOMS June 2014 - August 2014
Gathr Films March 2014 - June 2014
Philanthropy is Beautiful & Joan B. Hornig Foundation January 2010 - July 2013
Shepherd Kaplan LLC December 2006 - April 2007
Skills
Public Relations, Marketing, Market Research, Research, Management, Spanish, Business Planning, French, Organizational..., Retail, Nonprofits, Fundraising, Entertainment, Social Media, Community Outreach, Strategic Planning, Magazines, Public Speaking, Logo Design, Film, Entrepreneurship, Event Planning, Strategy, Marketing Strategy
Education
University of Southern California 2013 — 2016
Master in Business Administration and Master in Social Work
Harvard University 2005 — 2010
Bachelor of Arts, History and Literature: Postcolonialism
Université Vincennes-Saint-Denis (Paris VIII) 2009 — 2010
Postcolonial Theory
Universidad de Buenos Aires 2008 — 2008
Law and Social Science Faculties
Columbia University in the City of New York 2006 — 2006
Fashion Institute of Technology 2006 — 2006
Charles Chivvis Charles Chivvis's Shepherd Kaplan LLC Experience February 2011 - June 2013
Job MBA at University of Michigan Stephen M. Ross School of Business
Industry Financial Services
Experience
University of Michigan - Stephen M. Ross School of Business August 2013 - Present
MyoAlert Inc. May 2014 - August 2014
Chat Sports March 2014 - May 2014
Shepherd Kaplan LLC February 2011 - June 2013
North of South Capital July 2006 - March 2009
Skills
Hedge Funds, Equities, Alternative Investments, Bloomberg, Fixed Income, Investments, Portfolio Management, Financial Modeling, Asset Management, Due Diligence, Strategic Financial..., Financial Analysis, Microsoft Excel, Microsoft Office, Valuation, PowerPoint, Emerging Markets, Private Equity
Education
Washington University in St. Louis 2002 — 2006
B.A., Economics, Psychology
Concord Carlisle High School
Concord Carlisle High School
University of Michigan - Stephen M. Ross School of Business
University of Michigan - Stephen M. Ross School of Business August 2013 - Present
MyoAlert Inc. May 2014 - August 2014
Chat Sports March 2014 - May 2014
Shepherd Kaplan LLC February 2011 - June 2013
North of South Capital July 2006 - March 2009
Skills
Hedge Funds, Equities, Alternative Investments, Bloomberg, Fixed Income, Investments, Portfolio Management, Financial Modeling, Asset Management, Due Diligence, Strategic Financial..., Financial Analysis, Microsoft Excel, Microsoft Office, Valuation, PowerPoint, Emerging Markets, Private Equity
Education
Washington University in St. Louis 2002 — 2006
B.A., Economics, Psychology
Concord Carlisle High School
Concord Carlisle High School
University of Michigan - Stephen M. Ross School of Business
Diana Hill's Shepherd Kaplan LLC Experience May 2014 - Present
Job Assistant Controller at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC May 2014 - Present
Shepherd Kaplan LLC February 2011 - April 2014
LS9, Inc. January 2008 - February 2011
Education
California State University-Sacramento 2001 — 2006
Accountancy, Accounting and Marketing
Shepherd Kaplan LLC May 2014 - Present
Shepherd Kaplan LLC February 2011 - April 2014
LS9, Inc. January 2008 - February 2011
Education
California State University-Sacramento 2001 — 2006
Accountancy, Accounting and Marketing
Audrey Wible's Shepherd Kaplan LLC Experience 2005 - 2007
Job Mom to Lilly
Industry Writing and Editing
Experience
:) May 2011 - Present
Habitat LLC 2010 - 2011
Center for Preventive Medicine 2009 - 2010
lululemon athletica 2008 - 2009
Shepherd Kaplan LLC 2005 - 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Facebook, Business Development, Inventory Management, Customer Service, Retail, Organization, Culinary Skills, Culinary Education, Team Leadership, Time Management, Programming
Education
Boston University 2001 — 2005
International Relations
Cincinnati Country Day School
:) May 2011 - Present
Habitat LLC 2010 - 2011
Center for Preventive Medicine 2009 - 2010
lululemon athletica 2008 - 2009
Shepherd Kaplan LLC 2005 - 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Facebook, Business Development, Inventory Management, Customer Service, Retail, Organization, Culinary Skills, Culinary Education, Team Leadership, Time Management, Programming
Education
Boston University 2001 — 2005
International Relations
Cincinnati Country Day School
Caitlin Kneram Caitlin Kneram's Shepherd Kaplan LLC Experience March 2015 - Present
Job Director of Reporting, Shepherd Kaplan LLC
Industry Investment Management
Experience
Shepherd Kaplan LLC March 2015 - Present
Atlantic Trust September 2006 - March 2015
Keane Inc. January 2006 - September 2006
State Street - WMS Division October 2003 - January 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA
Rensselaer Polytechnic Institute 1999 — 2003
BS, Management/Financial Systems
Shepherd Kaplan LLC March 2015 - Present
Atlantic Trust September 2006 - March 2015
Keane Inc. January 2006 - September 2006
State Street - WMS Division October 2003 - January 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA
Rensselaer Polytechnic Institute 1999 — 2003
BS, Management/Financial Systems
Whitney Solcher, CFA Whitney Solcher, CFA's Shepherd Kaplan LLC Experience June 2013 - Present
Job Shepherd Kaplan, LLC
Industry Investment Management
Experience
Shepherd Kaplan LLC June 2013 - Present
San Antonio Capital & Trust, LLC February 2009 - June 2013
Goldman, Sachs & Co. July 2001 - November 2008
Skills
Finance, Investment Management, Investments, Asset Management, Alternative Investments, Private Equity, Due Diligence, Strategic Planning, Valuation, Financial Modeling, Hedge Funds, Investment Advisory, Asset Managment, Equities, Asset Allocation, Portfolio Management, Entrepreneurship, Venture Capital, Mergers & Acquisitions, Mutual Funds, Strategy, Wealth Management, Financial Analysis, Strategic Financial..., Mergers, Fixed Income, Securities, Investment Strategies, Investment Banking, Capital Markets, Start-ups, Bloomberg
Education
The University of Texas at Austin 1997 — 2001
Business Honors, Business Honors and Finance
Saint Mary's Hall
Shepherd Kaplan LLC June 2013 - Present
San Antonio Capital & Trust, LLC February 2009 - June 2013
Goldman, Sachs & Co. July 2001 - November 2008
Skills
Finance, Investment Management, Investments, Asset Management, Alternative Investments, Private Equity, Due Diligence, Strategic Planning, Valuation, Financial Modeling, Hedge Funds, Investment Advisory, Asset Managment, Equities, Asset Allocation, Portfolio Management, Entrepreneurship, Venture Capital, Mergers & Acquisitions, Mutual Funds, Strategy, Wealth Management, Financial Analysis, Strategic Financial..., Mergers, Fixed Income, Securities, Investment Strategies, Investment Banking, Capital Markets, Start-ups, Bloomberg
Education
The University of Texas at Austin 1997 — 2001
Business Honors, Business Honors and Finance
Saint Mary's Hall
Luke DiFiore Luke DiFiore's Shepherd Kaplan LLC Experience April 2012 - July 2012
Job Supervisor at Pressed Boston
Industry Restaurants
Experience
Pressed Boston January 2015 - Present
ENERGYbits November 2014 - January 2015
Adrenaline Lacrosse October 2013 - December 2013
Canaan Farm April 2013 - October 2013
Adrenaline Lacrosse October 2012 - April 2013
Treehouse Island Inc. June 2012 - September 2012
Shepherd Kaplan LLC April 2012 - July 2012
DiFiore Brothers Christmas November 2011 - January 2012
Canaan Farm May 2008 - January 2012
Skills
NSCA-CPT certified, Hard Worker, Great People Skills, Microsoft Office, Social Media, PowerPoint, Social Networking, Networking, People Skills, People Management, Management, Event Management, Sales Management, Purchasing, Accounting, Cash Management, Cash Handling, Cash Register, Retail Sales, Retail Design, Retail Marketing, Tenacious Work Ethic, Hiring, Customer Service, Customer Relations, Customer Satisfaction, Social Media Marketing, Sports, Leadership, Facebook, Sales, Strategic Planning
Education
University of New England 2007 — 2011
Bachelor's Degree, Applied Exercise Science
Gloucester High School
Pressed Boston January 2015 - Present
ENERGYbits November 2014 - January 2015
Adrenaline Lacrosse October 2013 - December 2013
Canaan Farm April 2013 - October 2013
Adrenaline Lacrosse October 2012 - April 2013
Treehouse Island Inc. June 2012 - September 2012
Shepherd Kaplan LLC April 2012 - July 2012
DiFiore Brothers Christmas November 2011 - January 2012
Canaan Farm May 2008 - January 2012
Skills
NSCA-CPT certified, Hard Worker, Great People Skills, Microsoft Office, Social Media, PowerPoint, Social Networking, Networking, People Skills, People Management, Management, Event Management, Sales Management, Purchasing, Accounting, Cash Management, Cash Handling, Cash Register, Retail Sales, Retail Design, Retail Marketing, Tenacious Work Ethic, Hiring, Customer Service, Customer Relations, Customer Satisfaction, Social Media Marketing, Sports, Leadership, Facebook, Sales, Strategic Planning
Education
University of New England 2007 — 2011
Bachelor's Degree, Applied Exercise Science
Gloucester High School
Bill Murphy, CAIA Bill Murphy, CAIA's Shepherd Kaplan LLC Experience October 2005 - July 2010
Job Director, Capital Introductions at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Massey Quick & Co., LLC August 2011 - June 2015
Northern Trust Corporation July 2010 - August 2011
Shepherd Kaplan LLC October 2005 - July 2010
Brown Brothers Harriman 2004 - 2005
Skills
Asset Management, Hedge Funds, Investments, Alternative Investments, Equities, Private Equity, Fund Of Funds, Investment Management, Wealth Management, Asset Allocation, Due Diligence, Investment Advisory, Fund Accounting, Financial Services, Valuation, Management, Operations Management
Education
Southern New Hampshire University 2000 — 2003
Business Administration / 3Year Honors Degree Program (B.S.), Business Management
Bank of America Merrill Lynch June 2015 - Present
Massey Quick & Co., LLC August 2011 - June 2015
Northern Trust Corporation July 2010 - August 2011
Shepherd Kaplan LLC October 2005 - July 2010
Brown Brothers Harriman 2004 - 2005
Skills
Asset Management, Hedge Funds, Investments, Alternative Investments, Equities, Private Equity, Fund Of Funds, Investment Management, Wealth Management, Asset Allocation, Due Diligence, Investment Advisory, Fund Accounting, Financial Services, Valuation, Management, Operations Management
Education
Southern New Hampshire University 2000 — 2003
Business Administration / 3Year Honors Degree Program (B.S.), Business Management
Robert Bethell's Shepherd Kaplan LLC Experience January 2015 - April 2015
Job Customer Marketing Intern at HubSpot, Digital Marketing, Organizational Behavior
Industry Marketing and Advertising
Experience
HubSpot June 2015 - Present
Shepherd Kaplan LLC January 2015 - April 2015
Pegasystems June 2014 - August 2014
County Woman Magazines ® June 2013 - September 2013
Brightview Senior Living November 2010 - September 2012
Skills
Social Media, Advertising, Time Management, Public Speaking, Microsoft Excel, PowerPoint, Integrated Marketing, Research, Social Networking, Inbound Marketing, HubSpot, Drupal
Education
Boston University 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
HubSpot June 2015 - Present
Shepherd Kaplan LLC January 2015 - April 2015
Pegasystems June 2014 - August 2014
County Woman Magazines ® June 2013 - September 2013
Brightview Senior Living November 2010 - September 2012
Skills
Social Media, Advertising, Time Management, Public Speaking, Microsoft Excel, PowerPoint, Integrated Marketing, Research, Social Networking, Inbound Marketing, HubSpot, Drupal
Education
Boston University 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Chris Cahill's Shepherd Kaplan LLC Experience June 2009 - Present
Job Director of Planning/Senior Relationship Manager at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC June 2009 - Present
Lincoln Financial Advisors/Sagemark Consulting August 1999 - June 2009
Bletzer & Bletzer, P.C. 1995 - 1999
Skills
Wealth Management, Investment Management, Estate Planning, Financial Services, Financial Advisory, Alternative Investments, Finance, Financial Planners, Asset Allocation, Investment Advisory, Asset Management, Financial Planning, Investments
Education
The American College 2001 — 2004
CFP Program Corsework
Massachusetts School of Law 1991 — 1994
Juris Doctorate (JD), Law
Northeastern University 1986 — 1991
BS, Finance & Managment
Shepherd Kaplan LLC June 2009 - Present
Lincoln Financial Advisors/Sagemark Consulting August 1999 - June 2009
Bletzer & Bletzer, P.C. 1995 - 1999
Skills
Wealth Management, Investment Management, Estate Planning, Financial Services, Financial Advisory, Alternative Investments, Finance, Financial Planners, Asset Allocation, Investment Advisory, Asset Management, Financial Planning, Investments
Education
The American College 2001 — 2004
CFP Program Corsework
Massachusetts School of Law 1991 — 1994
Juris Doctorate (JD), Law
Northeastern University 1986 — 1991
BS, Finance & Managment
Brittany Goodhouse Brittany Goodhouse's Shepherd Kaplan LLC Experience September 2011 - Present
Job Executive Assistant at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC September 2011 - Present
Ithaca Rentals & Renovations Inc June 2010 - August 2010
Ithaca Rentals & Renovations Inc June 2005 - August 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, SPSS, Microsoft Office, Research, Social Media, Event Planning, Sales, Public Relations, Marketing, Data Entry, Customer Service, Leadership, Strategic Planning, Event Management, Market Research, Marketing Communications, Outlook, Advertising, Management
Education
Colby-Sawyer College 2007 — 2011
Bachelor's Degree, Business Administrative
University of Virginia 2010 — 2010
Woodstock Union High School 2000 — 2007
High School Diploma
Shepherd Kaplan LLC September 2011 - Present
Ithaca Rentals & Renovations Inc June 2010 - August 2010
Ithaca Rentals & Renovations Inc June 2005 - August 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, SPSS, Microsoft Office, Research, Social Media, Event Planning, Sales, Public Relations, Marketing, Data Entry, Customer Service, Leadership, Strategic Planning, Event Management, Market Research, Marketing Communications, Outlook, Advertising, Management
Education
Colby-Sawyer College 2007 — 2011
Bachelor's Degree, Business Administrative
University of Virginia 2010 — 2010
Woodstock Union High School 2000 — 2007
High School Diploma
Andrew Bonetti Andrew Bonetti's Shepherd Kaplan LLC Experience September 2009 - Present
Job Senior Analyst at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC September 2009 - Present
Brown Brothers Harriman June 2006 - September 2009
Skills
Bloomberg, Equities, Investments, Series 65, Mutual Funds, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Portfolio Management, Financial Services, Retirement Planning, Securities, Bloomberg Terminal, 401k, Investment Management, Private Equity, Investment Advisory, Retirement, Institutional...
Education
Northeastern University - D'Amore McKim School of Business 2008 — 2010
MBA, Finance, Management
Providence College 2002 — 2006
BA, History, Economics
Shepherd Kaplan LLC September 2009 - Present
Brown Brothers Harriman June 2006 - September 2009
Skills
Bloomberg, Equities, Investments, Series 65, Mutual Funds, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Portfolio Management, Financial Services, Retirement Planning, Securities, Bloomberg Terminal, 401k, Investment Management, Private Equity, Investment Advisory, Retirement, Institutional...
Education
Northeastern University - D'Amore McKim School of Business 2008 — 2010
MBA, Finance, Management
Providence College 2002 — 2006
BA, History, Economics
James Lawless's Shepherd Kaplan LLC Experience March 2010 - Present
Job Senior Client Advisor at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC March 2010 - Present
Morgan Stanley March 2007 - June 2008
Virtu Financial (formerly Madison Tyler Trading, LLC) October 2006 - March 2007
Skills
Equities, Alternative Investments, Portfolio Management, Investments, Asset Allocation, Wealth Management, Bloomberg, Trading, Management, Hedge Funds, Mutual Funds, Financial Modeling, Options, Financial Markets, Risk Management, Private Equity, Fixed Income, Asset Managment, Mergers, Trading Systems, Securities, Financial Risk, Investment Advisory, Financial Services, Investment Management, Due Diligence, Finance, Commodity, Derivatives, Microsoft Excel, Capital Markets, Microsoft Office, Financial Planning, Financial Advisory
Education
Binghamton University 2002 — 2006
B.A., Philosophy, Politics & Law
Shepherd Kaplan LLC March 2010 - Present
Morgan Stanley March 2007 - June 2008
Virtu Financial (formerly Madison Tyler Trading, LLC) October 2006 - March 2007
Skills
Equities, Alternative Investments, Portfolio Management, Investments, Asset Allocation, Wealth Management, Bloomberg, Trading, Management, Hedge Funds, Mutual Funds, Financial Modeling, Options, Financial Markets, Risk Management, Private Equity, Fixed Income, Asset Managment, Mergers, Trading Systems, Securities, Financial Risk, Investment Advisory, Financial Services, Investment Management, Due Diligence, Finance, Commodity, Derivatives, Microsoft Excel, Capital Markets, Microsoft Office, Financial Planning, Financial Advisory
Education
Binghamton University 2002 — 2006
B.A., Philosophy, Politics & Law
Andrew Malloy's Shepherd Kaplan LLC Experience February 2009 - September 2010
Job Member Board of Advisors at FlexBorrow
Industry Media Production
Experience
FLEXborrow LLC January 2014 - Present
Quixotic Endeavors LLC June 2011 - Present
754 Fith Avenue Associates, LP January 1993 - Present
Monument Capital Group January 2012 - June 2012
Massey Quick & Co., LLC February 2011 - January 2012
Shepherd Kaplan LLC February 2009 - September 2010
Skills
Research, Strategic Planning, PowerPoint, Microsoft Excel, Public Speaking, Alternative Investments, Private Equity, Venture Capital, Hedge Funds, Due Diligence, Microsoft Word, Customer Service, English, Windows, Outlook, Photoshop, Teaching, HTML, Budgets, Investments, Finance, Asset Management, Leadership, Asset Allocation, Mutual Funds, Start-ups, Portfolio Management, Sales, Business Strategy, Marketing Strategy, Financial Modeling, Equities, Marketing, Wealth Management, BODs and Audit/Comp...
Education
Harvard Business School 1997 — 1997
N/A, professional Services
Villanova University 1977 — 1979
Bachelor of Arts (B.A.), Psychology
FLEXborrow LLC January 2014 - Present
Quixotic Endeavors LLC June 2011 - Present
754 Fith Avenue Associates, LP January 1993 - Present
Monument Capital Group January 2012 - June 2012
Massey Quick & Co., LLC February 2011 - January 2012
Shepherd Kaplan LLC February 2009 - September 2010
Skills
Research, Strategic Planning, PowerPoint, Microsoft Excel, Public Speaking, Alternative Investments, Private Equity, Venture Capital, Hedge Funds, Due Diligence, Microsoft Word, Customer Service, English, Windows, Outlook, Photoshop, Teaching, HTML, Budgets, Investments, Finance, Asset Management, Leadership, Asset Allocation, Mutual Funds, Start-ups, Portfolio Management, Sales, Business Strategy, Marketing Strategy, Financial Modeling, Equities, Marketing, Wealth Management, BODs and Audit/Comp...
Education
Harvard Business School 1997 — 1997
N/A, professional Services
Villanova University 1977 — 1979
Bachelor of Arts (B.A.), Psychology
Anthony Colbert, CFA's Shepherd Kaplan LLC Experience June 2012 - Present
Job Senior Research Analyst at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC June 2012 - Present
Cambridge Associates September 2011 - June 2012
Holland-Mark Digital June 2010 - August 2010
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
Bachelor's Degree, Finance & Marketing, 3.74 GPA
Shepherd Kaplan LLC June 2012 - Present
Cambridge Associates September 2011 - June 2012
Holland-Mark Digital June 2010 - August 2010
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
Bachelor's Degree, Finance & Marketing, 3.74 GPA
Al Otto's Shepherd Kaplan LLC Experience June 2010 - Present
Job 401(k) Fiduciary Expert ◊ Institutional Investment Manager ◊ UnConflicted & Independent ◊ ERISA Plan Governance
Industry Financial Services
Experience
Shepherd Kaplan, LLC June 2010 - Present
Skills
Retirement Planning, Pensions, Strategic Financial..., Mutual Funds, 401k, Investment Advisory, Investment Management, Financial Advisory, Leadership, Portfolio Management, ERISA, Wealth Management, Private Equity, Due Diligence, Finance, Executive Management, Retirement Plan..., Business Development, Asset Allocation, Financial Services, Fiduciary Services, Marketing, Business Strategy, Deferred Compensation, Investments, Alternative Investments, Wealth Management..., Equities, Wealth, Hedge Funds, Investment Strategies, Defined Benefit, Financial Analysis, Financial Risk, Fiduciary, Fixed Income
Education
Georgia Institute of Technology 1979 — 1981
Mechanical Engineering
Virginia Polytechnic Institute and State University
Bachelor of Science (BS), Mechanical Engineering
Shepherd Kaplan, LLC June 2010 - Present
Skills
Retirement Planning, Pensions, Strategic Financial..., Mutual Funds, 401k, Investment Advisory, Investment Management, Financial Advisory, Leadership, Portfolio Management, ERISA, Wealth Management, Private Equity, Due Diligence, Finance, Executive Management, Retirement Plan..., Business Development, Asset Allocation, Financial Services, Fiduciary Services, Marketing, Business Strategy, Deferred Compensation, Investments, Alternative Investments, Wealth Management..., Equities, Wealth, Hedge Funds, Investment Strategies, Defined Benefit, Financial Analysis, Financial Risk, Fiduciary, Fixed Income
Education
Georgia Institute of Technology 1979 — 1981
Mechanical Engineering
Virginia Polytechnic Institute and State University
Bachelor of Science (BS), Mechanical Engineering
Alexander Shah's Shepherd Kaplan LLC Experience May 2015 - Present
Job Digital Communications Intern at Navitome
Industry Marketing and Advertising
Experience
Navitome June 2015 - Present
Shepherd Kaplan LLC May 2015 - Present
Boston Salads & Prepared Foods May 2014 - April 2015
Skills
Public Speaking, Mentoring, Microsoft Office, Entrepreneurship, Microsoft Excel, Leadership, Content Marketing, Blogging, Social Media, HubSpot
Education
Boston University 2012 — 2016
Bachelor of Science in Business Administration, Finance and Marketing, Senior
Navitome June 2015 - Present
Shepherd Kaplan LLC May 2015 - Present
Boston Salads & Prepared Foods May 2014 - April 2015
Skills
Public Speaking, Mentoring, Microsoft Office, Entrepreneurship, Microsoft Excel, Leadership, Content Marketing, Blogging, Social Media, HubSpot
Education
Boston University 2012 — 2016
Bachelor of Science in Business Administration, Finance and Marketing, Senior
Antoine Nessralla's Shepherd Kaplan LLC Experience June 2013 - December 2013
Job Compliance Fund Administrator at Boston Financial Data Services
Industry Investment Management
Experience
Boston Financial Data Services June 2014 - Present
Shepherd Kaplan LLC June 2013 - December 2013
Nessralla's Farm of Wareham LLC January 2008 - June 2013
Levin Library January 2010 - May 2013
United States Postal Inspection Service June 2012 - August 2012
United States Federal Probation Office June 2011 - August 2011
Education
Curry College 2009 — 2013
Bachelor of Arts (B.A.), GPA: 3.8/4.0
Boston Financial Data Services June 2014 - Present
Shepherd Kaplan LLC June 2013 - December 2013
Nessralla's Farm of Wareham LLC January 2008 - June 2013
Levin Library January 2010 - May 2013
United States Postal Inspection Service June 2012 - August 2012
United States Federal Probation Office June 2011 - August 2011
Education
Curry College 2009 — 2013
Bachelor of Arts (B.A.), GPA: 3.8/4.0
Dan Fink Dan Fink's Shepherd Kaplan LLC Experience October 2009 - Present
Job Director of Research at Shepherd Kaplan LLC
Industry Investment Management
Experience
Shepherd Kaplan LLC October 2009 - Present
Shepherd Kaplan LLC October 2008 - October 2009
Shepherd Kaplan LLC January 2007 - October 2008
State Street Global Advisors September 2006 - January 2007
Skills
Investments, Due Diligence, Corporate Finance, Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Investment Management, Equities
Education
College of the Holy Cross 1999 — 2003
Economics
Shepherd Kaplan LLC October 2009 - Present
Shepherd Kaplan LLC October 2008 - October 2009
Shepherd Kaplan LLC January 2007 - October 2008
State Street Global Advisors September 2006 - January 2007
Skills
Investments, Due Diligence, Corporate Finance, Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Investment Management, Equities
Education
College of the Holy Cross 1999 — 2003
Economics
Jeremy Lo's Shepherd Kaplan LLC Experience February 2009 - May 2009
Job Senior Application Specialist at MEDITECH
Industry Financial Services
Experience
MEDITECH September 2010 - Present
Law Offices of Jeffrey Glassman October 2009 - May 2010
Global Medical Knowledge June 2009 - September 2009
Shepherd Kaplan LLC February 2009 - May 2009
AstraZeneca Pharmaceuticals LP May 2008 - September 2008
Wilmington Friends School April 2003 - September 2006
West Presbyterian Church February 2004 - August 2006
Skills
Analysis, Project Management, Nonprofits, Access, Analytics, SAS, Microsoft Office, Microsoft Word
Education
Boston University 2006 — 2010
Bachelor of Arts, Mathematics, Economics
MEDITECH September 2010 - Present
Law Offices of Jeffrey Glassman October 2009 - May 2010
Global Medical Knowledge June 2009 - September 2009
Shepherd Kaplan LLC February 2009 - May 2009
AstraZeneca Pharmaceuticals LP May 2008 - September 2008
Wilmington Friends School April 2003 - September 2006
West Presbyterian Church February 2004 - August 2006
Skills
Analysis, Project Management, Nonprofits, Access, Analytics, SAS, Microsoft Office, Microsoft Word
Education
Boston University 2006 — 2010
Bachelor of Arts, Mathematics, Economics
Andrew Scholnick's Shepherd Kaplan LLC Experience August 2014 - Present
Job Research Analyst Intern at Shepherd Kaplan LLC
Industry Financial Services
Experience
Bentley University September 2012 - Present
Shepherd Kaplan LLC August 2014 - Present
Morgan Stanley January 2015 - May 2015
Stifel Financial Corp. May 2014 - August 2014
Preston Todd Advisors September 2013 - May 2014
Tedesco Country Club April 2010 - August 2013
Pine Brook Country Club September 2012 - December 2012
Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Mergers & Acquisitions, Access, Management, Data Analysis, Teamwork, Outlook, Social Media, Leadership
Education
Bentley University 2012 — 2016
Marblehead High School 2008 — 2012
High School Diploma
Bentley University September 2012 - Present
Shepherd Kaplan LLC August 2014 - Present
Morgan Stanley January 2015 - May 2015
Stifel Financial Corp. May 2014 - August 2014
Preston Todd Advisors September 2013 - May 2014
Tedesco Country Club April 2010 - August 2013
Pine Brook Country Club September 2012 - December 2012
Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Mergers & Acquisitions, Access, Management, Data Analysis, Teamwork, Outlook, Social Media, Leadership
Education
Bentley University 2012 — 2016
Marblehead High School 2008 — 2012
High School Diploma
Julie Rousseau's Shepherd Kaplan LLC Experience June 2008 - Present
Job Private Client Group at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC June 2008 - Present
Shepherd Kaplan LLC June 2005 - November 2009
Brown Brothers Harriman 2002 - 2005
Education
Providence College 1998 — 2002
St. Paul 1994 — 1998
Shepherd Kaplan LLC June 2008 - Present
Shepherd Kaplan LLC June 2005 - November 2009
Brown Brothers Harriman 2002 - 2005
Education
Providence College 1998 — 2002
St. Paul 1994 — 1998
Michael Narkiewicz's Shepherd Kaplan LLC Experience June 2011 - April 2013
Job Portfolio Specialist at State Street Global Advisors (SSgA)
Industry Financial Services
Experience
State Street Global Advisors (SSgA) January 2014 - Present
State Street Global Advisors (SSgA) May 2013 - January 2014
Shepherd Kaplan LLC June 2011 - April 2013
Congress Asset Management May 2007 - June 2011
Nation One Mortgage September 2005 - May 2007
State Street Bank 2004 - 2005
Skills
Alternative Investments, Fixed Income, Asset Management, Private Equity, Wealth Management, Bloomberg, Finance, Hedge Funds, Mutual Funds, Equities, Investments
Education
Northeastern University, D'Amore-McKim School of Business 2010 — 2012
MBA, Finance
Bentley University 2000 — 2004
BS, Finance
State Street Global Advisors (SSgA) January 2014 - Present
State Street Global Advisors (SSgA) May 2013 - January 2014
Shepherd Kaplan LLC June 2011 - April 2013
Congress Asset Management May 2007 - June 2011
Nation One Mortgage September 2005 - May 2007
State Street Bank 2004 - 2005
Skills
Alternative Investments, Fixed Income, Asset Management, Private Equity, Wealth Management, Bloomberg, Finance, Hedge Funds, Mutual Funds, Equities, Investments
Education
Northeastern University, D'Amore-McKim School of Business 2010 — 2012
MBA, Finance
Bentley University 2000 — 2004
BS, Finance
Shannon (Green) McKenna's Shepherd Kaplan LLC Experience July 2006 - January 2013
Job Senior Financial Advisor at Congress Wealth Management
Industry Financial Services
Experience
Congress Wealth Management January 2013 - Present
Shepherd Kaplan LLC July 2006 - January 2013
Shepherd Kaplan July 2006 - January 2013
Charles Schwab & Co., Inc. January 2005 - July 2006
Charles Schwab August 2002 - December 2004
Charles Schwab October 1999 - August 2002
SalesLink August 1998 - August 1999
Skills
Retirement Planning, Investments, Wealth, Wealth Management..., High Net Worth..., Investment Advisory, 401k, Retirement, Alternative Investments, Pensions, Asset Managment, Portfolio Management, Defined Benefit, Series 7, Series 63, Uniform Combined State..., Hedge Funds, Private Equity, Mutual Funds, Wealth Management, Financial Services, Financial Advisory, Asset Management
Education
Saint Michael's College 1994 — 1998
BA
Boston University 2008 — 2010
CFP
Congress Wealth Management January 2013 - Present
Shepherd Kaplan LLC July 2006 - January 2013
Shepherd Kaplan July 2006 - January 2013
Charles Schwab & Co., Inc. January 2005 - July 2006
Charles Schwab August 2002 - December 2004
Charles Schwab October 1999 - August 2002
SalesLink August 1998 - August 1999
Skills
Retirement Planning, Investments, Wealth, Wealth Management..., High Net Worth..., Investment Advisory, 401k, Retirement, Alternative Investments, Pensions, Asset Managment, Portfolio Management, Defined Benefit, Series 7, Series 63, Uniform Combined State..., Hedge Funds, Private Equity, Mutual Funds, Wealth Management, Financial Services, Financial Advisory, Asset Management
Education
Saint Michael's College 1994 — 1998
BA
Boston University 2008 — 2010
CFP
Sebastian Granzo's Shepherd Kaplan LLC Experience May 2013 - Present
Job Director of Risk Management at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC May 2013 - Present
JPMorgan Chase Bank, N.A. January 2013 - April 2013
JPMorgan Chase Bank, N.A. July 2010 - January 2013
JPMorgan Chase Bank, N.A. March 2007 - July 2010
JPMorgan Chase Bank, N.A. October 2005 - March 2007
JPMorgan Chase Bank N.A. July 2004 - October 2005
Cafenani Caffe House October 2001 - July 2004
Officenet S.A. 1998 - 2001
Skills
Banking, Management, Auditing, Retail Banking, Risk Management, Team Leadership, Internal Audit, Internal Controls, Leadership, Operational Risk, Operational Risk..., Process Improvement, Coaching, Team Building, Microsoft Excel, Project Management, Branch Management, Sales, Strategic Planning, Microsoft Office
Education
Manhattanville College 2004 — 2010
BA, International Management
Aula XXI
Shepherd Kaplan LLC May 2013 - Present
JPMorgan Chase Bank, N.A. January 2013 - April 2013
JPMorgan Chase Bank, N.A. July 2010 - January 2013
JPMorgan Chase Bank, N.A. March 2007 - July 2010
JPMorgan Chase Bank, N.A. October 2005 - March 2007
JPMorgan Chase Bank N.A. July 2004 - October 2005
Cafenani Caffe House October 2001 - July 2004
Officenet S.A. 1998 - 2001
Skills
Banking, Management, Auditing, Retail Banking, Risk Management, Team Leadership, Internal Audit, Internal Controls, Leadership, Operational Risk, Operational Risk..., Process Improvement, Coaching, Team Building, Microsoft Excel, Project Management, Branch Management, Sales, Strategic Planning, Microsoft Office
Education
Manhattanville College 2004 — 2010
BA, International Management
Aula XXI
Marie Sheehan's Shepherd Kaplan LLC Experience April 2012 - Present
Job Executive Assistant at Shepherd Kaplan LLC
Industry Investment Management
Experience
Shepherd Kaplan LLC April 2012 - Present
Liberty Mutual March 2002 - May 2012
Skills
Outlook, Customer Service, Microsoft Office, Microsoft Word, Public Relations
Education
St. John's University 1994 — 1996
Masters, English
University Of London 1993 — 1993
Castleton State College 1989 — 1993
Bachelors, English Language and Literature/Letters
Shepherd Kaplan LLC April 2012 - Present
Liberty Mutual March 2002 - May 2012
Skills
Outlook, Customer Service, Microsoft Office, Microsoft Word, Public Relations
Education
St. John's University 1994 — 1996
Masters, English
University Of London 1993 — 1993
Castleton State College 1989 — 1993
Bachelors, English Language and Literature/Letters
Ashley Shind's Shepherd Kaplan LLC Experience June 2013 - April 2015
Job Executive Assistant at Mediahub (Division of Mullen Lowe U.S.)
Industry Executive Office
Experience
Mediahub (Division of Mullen Lowe U.S.) June 2015 - Present
The Makeup Artists June 2006 - Present
Shepherd Kaplan LLC June 2013 - April 2015
Iron Mountain September 2009 - May 2013
Evergreen Investments November 2007 - September 2009
MAC Cosmetics April 2000 - August 2006
Skills
Social Media, Customer Service, Marketing, Microsoft Excel, Microsoft Office, Event Planning, Sales, Leadership, Outlook, Event Management, Social Media Marketing, Social Networking
Education
International Academy of Design 1997 — 2000
Mediahub (Division of Mullen Lowe U.S.) June 2015 - Present
The Makeup Artists June 2006 - Present
Shepherd Kaplan LLC June 2013 - April 2015
Iron Mountain September 2009 - May 2013
Evergreen Investments November 2007 - September 2009
MAC Cosmetics April 2000 - August 2006
Skills
Social Media, Customer Service, Marketing, Microsoft Excel, Microsoft Office, Event Planning, Sales, Leadership, Outlook, Event Management, Social Media Marketing, Social Networking
Education
International Academy of Design 1997 — 2000
Daniel Zibinskas's Shepherd Kaplan LLC Experience May 2010 - October 2011
Job Beaumont Financial Partners, LLC
Industry Investment Management
Experience
Beaumont Financial Partners, LLC October 2011 - Present
Shepherd Kaplan LLC May 2010 - October 2011
BNY Mellon February 2000 - May 2010
Brown Brothers Harriman April 1994 - February 2000
Skills
Alternative Investments, Estate Planning, Investment Management, Wealth Management, Trusted Advisor, Portfolio Management, Investment Strategies, Asset Allocation, Asset Management, Bloomberg, Hedge Funds, Mutual Funds, Investment Advisory, Private Equity, Fixed Income, Securities, Equities
Education
Wake Forest University 1990 — 1992
BA, Economics
Bates College 1988 — 1990
Beaumont Financial Partners, LLC October 2011 - Present
Shepherd Kaplan LLC May 2010 - October 2011
BNY Mellon February 2000 - May 2010
Brown Brothers Harriman April 1994 - February 2000
Skills
Alternative Investments, Estate Planning, Investment Management, Wealth Management, Trusted Advisor, Portfolio Management, Investment Strategies, Asset Allocation, Asset Management, Bloomberg, Hedge Funds, Mutual Funds, Investment Advisory, Private Equity, Fixed Income, Securities, Equities
Education
Wake Forest University 1990 — 1992
BA, Economics
Bates College 1988 — 1990
Saba Nessralla's Shepherd Kaplan LLC Experience June 2013 - Present
Job Portfolio Administrator at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC June 2013 - Present
Shepherd Kaplan LLC March 2011 - June 2013
Brown Brothers Harriman August 2008 - March 2011
Skills
Mutual Funds, Equities, Fund Accounting, Alternative Investments, Fixed Income, Securities, Hedge Funds, PowerPoint, Asset Management
Education
Providence College 2004 — 2008
BS, Finance
Shepherd Kaplan LLC June 2013 - Present
Shepherd Kaplan LLC March 2011 - June 2013
Brown Brothers Harriman August 2008 - March 2011
Skills
Mutual Funds, Equities, Fund Accounting, Alternative Investments, Fixed Income, Securities, Hedge Funds, PowerPoint, Asset Management
Education
Providence College 2004 — 2008
BS, Finance
Christine Winters, CFP®'s Shepherd Kaplan LLC Experience August 2010 - May 2012
Job Financial Advisor at Congress Wealth Management
Industry Financial Services
Experience
Congress Wealth Management June 2015 - Present
Congress Wealth Management December 2013 - June 2015
Daintree Advisors LLC May 2012 - December 2013
Shepherd Kaplan LLC August 2010 - May 2012
C.H. Robinson Worldwide, Inc. September 2009 - August 2010
Pioneer Investments May 2008 - August 2008
NBC News January 2008 - April 2008
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Financial Planning, Mutual Funds
Education
College of the Holy Cross 2005 — 2009
Bachelor of Arts, History and Political Science
Boston University 2012 — 2014
CERTIFIED FINANCIAL PLANNER™
Congress Wealth Management June 2015 - Present
Congress Wealth Management December 2013 - June 2015
Daintree Advisors LLC May 2012 - December 2013
Shepherd Kaplan LLC August 2010 - May 2012
C.H. Robinson Worldwide, Inc. September 2009 - August 2010
Pioneer Investments May 2008 - August 2008
NBC News January 2008 - April 2008
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Financial Planning, Mutual Funds
Education
College of the Holy Cross 2005 — 2009
Bachelor of Arts, History and Political Science
Boston University 2012 — 2014
CERTIFIED FINANCIAL PLANNER™
Peter Storment's Shepherd Kaplan LLC Experience April 2010 - March 2012
Job Senior Investment Analytics Consultant at State Street Investment Analytics
Industry Financial Services
Experience
State Street Investment Analytics April 2012 - Present
Shepherd Kaplan LLC April 2010 - March 2012
State Street September 1993 - March 2010
The Hannah Group September 1991 - August 1993
Skills
Fixed Income, Mutual Funds, Equities, Asset Management, Financial Services, Alternative Investments, Investments, Hedge Funds
Education
Bryant University 1987 — 1991
Bachelor of Science (BS), Accounting
State Street Investment Analytics April 2012 - Present
Shepherd Kaplan LLC April 2010 - March 2012
State Street September 1993 - March 2010
The Hannah Group September 1991 - August 1993
Skills
Fixed Income, Mutual Funds, Equities, Asset Management, Financial Services, Alternative Investments, Investments, Hedge Funds
Education
Bryant University 1987 — 1991
Bachelor of Science (BS), Accounting
Ari Dukas's Shepherd Kaplan LLC Experience June 2006 - December 2007
Job Associate at BlackRock Solutions
Industry Financial Services
Experience
BlackRock Solutions August 2010 - Present
Evergreen Investments June 2008 - September 2009
Shepherd Kaplan LLC June 2006 - December 2007
Skills
Equities, Quantitative Analytics, Derivatives, Investments, Economics, Fixed Income, Equity Research, ETFs, Data Analysis, Finance, Capital Markets
Education
Tufts University 2006 — 2010
Bachelor of Science (B.S.)
BlackRock Solutions August 2010 - Present
Evergreen Investments June 2008 - September 2009
Shepherd Kaplan LLC June 2006 - December 2007
Skills
Equities, Quantitative Analytics, Derivatives, Investments, Economics, Fixed Income, Equity Research, ETFs, Data Analysis, Finance, Capital Markets
Education
Tufts University 2006 — 2010
Bachelor of Science (B.S.)
Dean Frechette's Shepherd Kaplan LLC Experience January 2010 - June 2010
Job Systems Engineer at Enterprise Bankcorp
Industry Information Technology and Services
Experience
Enterprise Bank (Enterprise Bancorp) November 2014 - Present
American Well June 2010 - November 2014
Shepherd Kaplan, LLC January 2010 - June 2010
Target Co. August 2004 - June 2010
Buy Techware, Inc May 2006 - July 2006
Telepharmacy Solutions, Inc April 2003 - July 2003
Skills
Servers, Operating Systems, Switches, Computer Hardware, Windows, Mac OS, Microsoft Exchange, Networking, Microsoft Office, Inventory Management, Logistics, Account Management, Policy Analysis, Network Installation, Hardware, System Deployment, Cloud Computing, Technical Support, Testing, Security, Management, Windows Server, Active Directory
Education
University of Massachusetts at Lowell 2005 — 2009
B.S., Business Administration, Management Information Systems
Tyngsboro High School 2001 — 2005
High School Diploma
Enterprise Bank (Enterprise Bancorp) November 2014 - Present
American Well June 2010 - November 2014
Shepherd Kaplan, LLC January 2010 - June 2010
Target Co. August 2004 - June 2010
Buy Techware, Inc May 2006 - July 2006
Telepharmacy Solutions, Inc April 2003 - July 2003
Skills
Servers, Operating Systems, Switches, Computer Hardware, Windows, Mac OS, Microsoft Exchange, Networking, Microsoft Office, Inventory Management, Logistics, Account Management, Policy Analysis, Network Installation, Hardware, System Deployment, Cloud Computing, Technical Support, Testing, Security, Management, Windows Server, Active Directory
Education
University of Massachusetts at Lowell 2005 — 2009
B.S., Business Administration, Management Information Systems
Tyngsboro High School 2001 — 2005
High School Diploma
Heath Miller's Shepherd Kaplan LLC Experience November 2009 - Present
Job Principal at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC November 2009 - Present
Morgan, Lewis & Bockius LLP January 2007 - November 2009
Baker Botts LLP February 2000 - January 2007
Haynes and Boone, LLP June 1998 - February 2000
Skills
Employee Benefits, ERISA, 401k, Retirement, Defined Benefit, Corporate Governance, Mergers & Acquisitions, Investments, Pensions, Financial Services, Securities, Asset Management, Compliance, Executive Pay, Tax, Mergers, Benefits Administration, Team Building, Executive Compensation, COBRA
Education
Georgetown University Law Center 1997 — 1998
LL.M., Tax and Employee Benefits Law
South Texas College of Law 1994 — 1997
JD, Law
Illinois State University 1992 — 1993
BS, Business Administration
University of Illinois at Urbana-Champaign 1989 — 1991
Civil Engineering
Maroa-Forsyth 1985 — 1989
Shepherd Kaplan LLC November 2009 - Present
Morgan, Lewis & Bockius LLP January 2007 - November 2009
Baker Botts LLP February 2000 - January 2007
Haynes and Boone, LLP June 1998 - February 2000
Skills
Employee Benefits, ERISA, 401k, Retirement, Defined Benefit, Corporate Governance, Mergers & Acquisitions, Investments, Pensions, Financial Services, Securities, Asset Management, Compliance, Executive Pay, Tax, Mergers, Benefits Administration, Team Building, Executive Compensation, COBRA
Education
Georgetown University Law Center 1997 — 1998
LL.M., Tax and Employee Benefits Law
South Texas College of Law 1994 — 1997
JD, Law
Illinois State University 1992 — 1993
BS, Business Administration
University of Illinois at Urbana-Champaign 1989 — 1991
Civil Engineering
Maroa-Forsyth 1985 — 1989
Michael Wholey's Shepherd Kaplan LLC Experience May 2013 - Present
Job Associate Portfolio Administrator at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC May 2013 - Present
State Street February 2012 - May 2013
State Street October 2011 - February 2012
State Street October 2010 - October 2011
Skills
Auditing, Valuation, Financial Modeling, Financial Statements
Education
Hofstra University 2005 — 2010
BBA, Finance
Shepherd Kaplan LLC May 2013 - Present
State Street February 2012 - May 2013
State Street October 2011 - February 2012
State Street October 2010 - October 2011
Skills
Auditing, Valuation, Financial Modeling, Financial Statements
Education
Hofstra University 2005 — 2010
BBA, Finance
Christina Gent's Shepherd Kaplan LLC Experience May 2011 - Present
Job Client Service Associate
Industry Financial Services
Experience
Shepherd Kaplan LLC May 2011 - Present
Providence College 2009 - 2011
GPS Investment Advisors January 2009 - August 2009
Northwestern Mutual May 2007 - August 2007
Education
Providence College 2009 — 2011
MBA, Finance
Providence College 2005 — 2009
BS, Finance
Shepherd Kaplan LLC May 2011 - Present
Providence College 2009 - 2011
GPS Investment Advisors January 2009 - August 2009
Northwestern Mutual May 2007 - August 2007
Education
Providence College 2009 — 2011
MBA, Finance
Providence College 2005 — 2009
BS, Finance
Brendan Caslin's Shepherd Kaplan LLC Experience June 2014 - Present
Job Corporate Analyst at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC June 2014 - Present
Wayfair June 2013 - August 2013
Linkable Networks June 2011 - August 2011
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Lincoln Sudbury Regional High School 2006 — 2010
Shepherd Kaplan LLC June 2014 - Present
Wayfair June 2013 - August 2013
Linkable Networks June 2011 - August 2011
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Lincoln Sudbury Regional High School 2006 — 2010
Alexander Moe's Shepherd Kaplan LLC Experience September 2015 - Present
Job Marketing and Operations Intern at Shepherd Kaplan LLC
Industry International Affairs
Experience
Shepherd Kaplan LLC September 2015 - Present
IHS Jane's January 2015 - May 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Stata
Education
Boston University 2012 — 2016
Boston University 2012 — 2016
Bachelor's degree, International Relations and Affairs
Shepherd Kaplan LLC September 2015 - Present
IHS Jane's January 2015 - May 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Stata
Education
Boston University 2012 — 2016
Boston University 2012 — 2016
Bachelor's degree, International Relations and Affairs
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY