David Kaplan

David Kaplan is a seasoned financial professional with extensive experience in wealth management and alternative asset investments. As Managing Member of Shepherd Kaplan Krochuk, LLC since November 2017, David guides the firm's services for high-net-worth individuals, family offices, and institutions in structuring and securing their financial assets. David also co-founded Shepherd Kaplan LLC in January 1998, serving as Managing Partner. Currently, David holds positions on the Board of Directors for QMENTA and Trellis Software, Inc. David's educational background includes studies at the University of Massachusetts Amherst and Tel Aviv University.