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About
Reading Wilson is a Portfolio Manager at Shepherd Kaplan Krochuk, LLC, based in Santa Barbara, California, where he is responsible for overseeing portfolio construction and security selection for both institutional and private wealth clients. His investment focus spans capital markets research with particular emphasis on alternative assets, private equity, venture capital, and real estate, serving clients with complex asset management needs as part of SKK’s Investment Research & Management team.
Prior to joining Shepherd Kaplan Krochuk in 2017, Wilson has held notable positions including serving as a member of the Board of Directors at Windgap Medical, Inc. (since 2019) and as Chairman of FBHC Holding Company at Flatirons Bank (since 2025), providing him with experience at the intersection of finance, healthcare innovation, and banking governance. These roles reflect his broad expertise in both direct investment management and board-level oversight in highly regulated industries.
Wilson holds a Bachelor of Arts in Economics from Northwestern University and a degree from University School, underpinning his analytical approach to investment strategy. Throughout his career, he has contributed to the advancement of specialized investments, leveraging deep sector knowledge across alternative asset classes and demonstrating a commitment to fiduciary excellence in portfolio leadership.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Shepherd Kaplan Krochuk, LLC | Portfolio Manager | Nov 2017 to Present | — |
| Windgap Medical, Inc. | Member Board of Directors | Jan 2019 to Present | — |
| Flatirons Bank | Chairman FBHC Holding Company | Jun 2025 to Present | FBHC is the holding company for Flatirons Bank (FIB) - the only locally owned community bank serving Boulder County and the surrounding areas. FIB has ~$350m of assets and is ranked as one of the safe... |
| GRT Capital Partners, LLC | Member, Portfolio Mangager | Jun 2014 to Nov 2017 | Portfolio Manager for GRT BioEdge Ventures, LLC |
| LHC Management, LLC | Managing Partner | Dec 2010 to Jun 2014 | LHC Management is the General Partnership that manages Lakeshore Sport & Fitness. Mr. Wilson is also a significant shareholder and currently sits on the company's Board of Advisors. |
| River Capital Advisors, Inc. | Vice President | Jun 2008 to Nov 2009 | — |
| Atlantic Trust Private Wealth Management | Portfolio Manager | Feb 2003 to Jun 2008 | — |
| Banc of America Securities, Inc. | Managing Director | Apr 1998 to Dec 2000 | — |
| First Union Capital Markets | Managing Director | Apr 1995 to Apr 1998 | — |
| Kidder, Peabody & Co., Inc. | Senior Vice President | Jun 1986 to Apr 1995 | — |
Education
Northwestern University
Bachelor of Arts (BA), Economics
1982 — 1986
University School
1968 — 1982
Skills & Expertise
Others at Shepherd Kaplan Krochuk, LLC (3)
| Name | Role | Location |
|---|---|---|
 | Associate | Boston, MA , United States |
 | Investment Research Associate | Boston, MA , United States |
W Wesley Hatch | Senior Associate | Boston, MA , United States |
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