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About
Wesley Hatch is a Senior Associate at Shepherd Kaplan Krochuk, LLC, based in Boston, Massachusetts, where he plays a key role in client service and investment analysis. He is responsible for conducting in-depth investment research, supporting portfolio management, and helping structure client investment strategies, drawing on his diverse experience at the firm.
Throughout his career at Shepherd Kaplan Krochuk, Wesley has progressed from Associate to Investment Research Analyst to his current Senior Associate position, evidencing strong capabilities in due diligence, asset allocation, and market analysis. His work covers a broad range of asset classes, with particular emphasis on public equities, fixed income, and alternative investments, supporting institutional and high-net-worth clients.
Wesley holds a Bachelor of Science in Business Administration with a concentration in Finance from Merrimack College, equipping him with a solid foundation in financial theory and quantitative methods. With his analytical expertise and hands-on approach, he has contributed to the firm's research excellence and client investment outcomes within the financial advisory and asset management sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Shepherd Kaplan Krochuk, LLC | Senior Associate | Dec 2023 to Present | — |
| Shepherd Kaplan Krochuk, LLC | Investment Research Analyst | Dec 2020 to Dec 2023 | — |
| Shepherd Kaplan Krochuk, LLC | Associate | Jan 2019 to Dec 2020 | — |
| Brown Brothers Harriman | Operations Specialist | Jul 2016 to Dec 2018 | — |
| Merrimack College | Bloomberg Lab Assistant | Nov 2015 to May 2016 | — |
| MFS Investment Management | RFP Analyst Co-op | Jan 2015 to Jun 2015 | — |
Education
Merrimack
Bachelor of Science, Business Administration, Finance
2012 — 2016
Acton Boxborough Regional High School
2008 — 2012
Skills & Expertise
Others at Shepherd Kaplan Krochuk, LLC (3)
| Name | Role | Location |
|---|---|---|
| Associate | Boston, MA , United States | |
R Reading Wilson | Portfolio Manager | Santa Barbara, CA , United States |
| Investment Research Associate | Boston, MA , United States |
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