Member, Managing Director, Institutional Advisory Practice
Michael is a Member of the Firm and Managing Director of Shepherd Kaplan’s Institutional Advisory Practice. He also serves on the Firm’s Investment Committee. Michael has 13 years of experience in financial services with a specialization in consulting to the pension industry. He advises the Investment Committees for numerous corporations on investment policy design, investment management, governance and fiduciary compliance. Michael also leads the Institutional Relationship Management Team at Shepherd Kaplan and is responsible for the service and support of the Institutional Practice. He manages a team of employees that are involved in the transition of new clients, development of client deliverables, and overseeing the daily interaction with both clients and institutional consultants. Michael received his degree from Georgetown University in Marketing and Small Business Management.