Shepherd Kaplan

Shepherd Kaplan Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 1998

Shepherd Kaplan General Information


Shepherd Kaplan is a registered investment advisory firm providing consulting, educational and investment management services to institutional and private investors. The firm assists corporate and institutional clients in managing their fiduciary responsibilities, providing them with a set of resources to oversee portfolio design, investment research, investment monitoring and cost control issues. Shepherd Kaplan offers was founded in 1998 and is based in Boston, Massachusetts.

Contact Information

Year Founded
Service Provider Type
LP Consultants
Primary Office
  • 125 Summer Street
  • 22nd Floor
  • Boston, MA 02110
  • United States
+1 (617) 000-0000
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Shepherd Kaplan Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Shepherd Kaplan Team (20)

Name Title Deals Office Contact
Stephen Brackett President & Managing Member 0 Boston, MA
W. Taisto Bowers Chief Technology Officer & Managing Director of Technology and Reporting Boston, MA
Sebastian Granzo Chief Compliance Officer & Managing Director of Risk and Operations Boston, MA
Michael Halloran Member and Managing Director of Institutional Advisory Practice Boston, MA
Jed Leslie Managing Director, Technology Development Boston, MA

3 Former Team Members

Shepherd Kaplan Board Members (1)

Name Representing Role Since
Wallace Mathai-Davis Ph.D Self Chairman & Member of the Investment Committee 000 0000