Director, Institutional Advisory Practice
David is the Director of Institutional Practice for Shepherd Kaplan. He has more than 9 years of institutional finance experience, having begun his career at SK directly out of college in 2009. At Shepherd Kaplan, David focuses on the transition of new pension and 401(k) clients, development of client deliverables, and daily interaction with both clients and institutional consultants. He is also Secretary for the Investment Fiduciary Outsourcing Committee. David graduated from Boston College’s Carroll School of Management with a degree in Finance and Accounting.