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Shepherd Kaplan Krochuk

Boston, MA
Shepherd Kaplan Krochuk Hires Joseph Armisto as Senior Vice President and Director of Financial and Tax Planning

Shepherd Kaplan Krochuk Hires Joseph Armisto as Senior Vice President and Director of Financial and Tax Planning

Shepherd Kaplan Krochuk, LLC (“SKK”), a leading, independently owned, SEC Registered Investment Advisory firm, announced today that Joseph Armisto has joined the firm as Senior Vice President. Joseph will serve as a Senior Advisor in the Family Office Division of SKK…

Shepherd Kaplan Krochuk Acquires Peak Capital Management

Shepherd Kaplan Krochuk Acquires Peak Capital Management

Shepherd Kaplan Krochuk, LLC (“SKK”), a leading, independently owned, SEC Registered Investment Advisory firm (RIA), announced today its acquisition of Peak Capital Management (“PCM”), an SEC RIA firm based in Denver, Colorado, that develops disciplined, rules-based investment strategies designed to…

Shepherd Kaplan Krochuk Expands in Washington DC With Key Hire

Shepherd Kaplan Krochuk Expands in Washington DC With Key Hire

Shepherd Kaplan Krochuk, LLC (“SKK”), a leading, independently owned, SEC Registered Investment Advisory firm, announced today that David Perlin has joined the firm as Senior Vice President. David will serve as a Senior Advisor in the Wealth Management Division of SKK…

Shepherd Kaplan Krochuk and North & Webster Announce Partnership

Shepherd Kaplan Krochuk and North & Webster Announce Partnership

Shepherd Kaplan Krochuk, LLC (“SKK”), a leading, independently owned, SEC Registered Investment Advisory firm, has partnered with North & Webster SSG, LLC (“N&W”), a Boston-based private equity firm, to offer cutting-edge investment strategies. The partnership brings together SKK’s over 20-year…

Shepherd Kaplan Krochuk Promotes Stephen M. Brackett to President and Co-Head of Alternative Investments

Shepherd Kaplan Krochuk Promotes Stephen M. Brackett to President and Co-Head of Alternative Investments

​Shepherd Kaplan Krochuk, LLC (“SKK”), a leading, independently owned, SEC-registered Investment Advisory firm, announced today that Stephen M. Brackett has been promoted to President and Co-Head of Alternative Investments. In addition to his new role, Steve will become a full voting member…

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