Shepherd Kaplan LLC
Boston, MA
We have found information with phone and email addresses about the company Shepherd Kaplan, based in 125 Summer St, Boston, MA 02110, MA. The company works in the Financial Services industry. The company's main products are Investment Planning. Phone numbers, email addresses and other contact information for the company and Governing, Governing Person Bruce Goodman can be found on our website.
Company Details
Last Update
Jul 13, 2022
Location
125 Summer St, Boston, MA 02110
125 Summer St STE 130, Boston, MA 02110
Phone
(***) ***-1600
(***) ***-0944
Industry
Financial Services
Investment Advisory Service
Investment Advice
Category
Financial Services
Founded
1998
Number of Employee
51-200 employees
Products
Investment Planning
SIC
6282 - Investment Advice
SIC6
628203 - Financial Advisory Services
NAICS
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Site
Decision Makers
Director, Institutional Consulting
Director, Compliance And Ethics
Employees
Associate Director, Wealth Management At Spearhead
Director Employer Plans
Enterprise Account Specialist
Senior Vice President And Financial Advisor
Wealth Manager
Financial Consultant
Business Development
Production Manager
Co- Owner
Director Of Reporting, Shepherd Kaplan Llc