Caitlin Kneram

Director, Reporting

Caitlin is the Director of Reporting at Shepherd Kaplan, responsible for the Firm’s performance and analytics methodologies with a focus on providing clients with leading edge, transparent and accurate reporting. Caitlin has more than 16 years of experience working in the financial industry in private wealth management. Prior to joining SK, Caitlin worked at Atlantic Trust as a Senior Performance Analyst focused on performance system conversions and reporting projects and providing performance education and guidance to advisors and investment professionals. Caitlin holds a Bachelor of Science in Business and Management from Rensselaer Polytechnic Institute and an MBA from Boston College with a major in Management and a specialization in Marketing & Information Analytics.