Anthony J. Colbert, CFA®

Director, Research

A.J. is the Manager of Research for Shepherd Kaplan, supporting the Institutional Advisory and Private Wealth practices. He assists in the quantitative and qualitative due diligence of investment managers for the research department. He is also a member of the Firm’s Research Committee. Prior to joining Shepherd Kaplan, A.J. worked at Cambridge Associates in Arlington, VA, serving private and institutional clients. A.J. graduated magna cum laude from Elon University with a degree in Finance and Marketing. He is a CFA Charterholder®.