David Shepherd


David is co-founder and Managing Member of Shepherd Kaplan LLC, with primary responsibility for the Institutional Consulting practice.

David has over 22 years of experience in investment research, product development and consulting to the pension industry. As head of the firm's Institutional Consulting practice, David advises the Investment Committees of numerous publicly traded and privately held corporations on investment policy design, monitoring regimens and fiduciary compliance. David has an extensive public speaking background, frequently lecturing to investors about investment management.

As a Managing Member, David is also responsible for the development of the Firm's investment research and fiduciary consulting resources. David co-chairs the Investment Committee.

David holds a degree in Economics and Finance from Boston University.

Contact: David Shepherd