Managing Member & Co-Chief Executive Officer
David is Co-founder, Managing Member and Co-CEO of Shepherd Kaplan LLC. As Co-CEO, David is actively involved in the development of the Firm’s intellectual property, consulting tools and technological capabilities. He also co-chairs the Firm’s Investment Committee. Originally responsible for developing the Firm’s Private Wealth practice, David later transitioned to the COO role to ensure the Firm had a strong operating structure during years of steep growth. In this capacity, he oversaw all operating areas of the Firm. David has more than 26 years of experience in investment management, product development, marketing and education in the financial services industry. He provides consultation to private investors, trusts and foundations with deep expertise in the investment portfolio design and risk management areas. Prior to founding Shepherd Kaplan, he held positions at Putnam Investments and The Equitable/AXA, and was also co-founder of a financial services marketing and consulting firm. David lives with his wife and two children outside Boston and serves on the Board of Overseers for the Boys and Girls Club of Boston, and the Endowment Committee for Temple Beth Elohim. David holds a degree from the University of Massachusetts, Amherst.