Eric Collea

director of private wealth operations at Shepherd Kaplan LLC - Boston, MA, US

Eric Collea's Contact Details
HQ
617-896-1600
Location
Company
Shepherd Kaplan LLC
Eric Collea's Company Details
Shepherd Kaplan LLC logo, Shepherd Kaplan LLC contact details

Shepherd Kaplan LLC

Boston, MA, US • 100 - 249 Employees
Financial Services

Shepherd Kaplan, LLC is now the wealth management division of Shepherd Kaplan Krochuk, LLC, serving individuals, family offices, and institutions. SK provides consulting and investment management services, helping clients structure and safeguard their assets over the long-term. Shepherd Kaplan Krochuk, LLC offers a wide variety of wealth management services, along with alternative asset investment capabilities. Formerly named GRT Capital Partners, LLC, the firm was renamed in November 2017, when it combined with Shepherd Kaplan, LLC, a Boston-based Registered Investment Advisory firm. In addition to wealth management services, our asset management division provides an array of complementary and innovative solutions, seeking attractive risk-adjusted returns for investors. As a privately-held firm, Shepherd Kaplan Krochuk, LLC proudly maintains an ownership structure which fosters a collaborative culture and allows us to put our clients first.

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Frequently Asked Questions about Eric Collea
Eric Collea currently works for Shepherd Kaplan LLC.
Eric Collea's role at Shepherd Kaplan LLC is director of private wealth operations.
Eric Collea's email address is ***@sk-llc.com. To view Eric Collea's full email address, please signup to ConnectPlex.
Eric Collea works in the Financial Services industry.
Eric Collea's colleagues at Shepherd Kaplan LLC are Heath Miller, Shawn Samperi, David Shepherd, Sean Flaherty, Regina Calloway, David White and others.
Eric Collea's phone number is ["+13158686022","+13157177800","+13158945750"]
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