Managing Member & Co-Chief Executive Officer
David is Co-Founder, Managing Member, and Co-Chief Executive Officer of Shepherd Kaplan LLC, with primary responsibility for the Institutional Advisory Practice. As Managing Member, David oversees the Firm’s investment research and fiduciary consulting resources. He also heads the Firm’s proprietary systems development strategy alongside Shepherd Kaplan’s in-house technology team. David co-chairs the Firm’s Investment Committee and works closely with the Research Committee. David has more than 26 years of experience in investment research, product development and consulting to the pension, endowment and foundation and family office marketplace. He advises the Investment Committees of numerous corporations on investment policy design, monitoring regimens and fiduciary compliance. David is also a frequent public speaker, discussing risk and investment management and fiduciary governance. David’s focus since co-founding the firm in 1998 has been on innovation. Specifically, on providing greater transparency and control to institutions and high-net-worth families in the investment consulting and wealth management space. It is this focus that has led Shepherd Kaplan to become one of the nation’s largest privately-held RIAs. David and Shepherd Kaplan have been featured in articles and rankings in Forbes, Financial Planning and the Boston Business Journal featuring Top RIAs in recent years. He holds a degree in Economics and Finance from Boston University.