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Wesley Hatch

Senior Associate at Shepherd Kaplan Krochuk, LLC

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Shepherd Kaplan Krochuk, LLCSenior AssociateDec 2023 to Present
Shepherd Kaplan Krochuk, LLCInvestment Research AnalystDec 2020 to Dec 2023
Shepherd Kaplan Krochuk, LLCAssociateJan 2019 to Dec 2020
Brown Brothers HarrimanOperations SpecialistJul 2016 to Dec 2018
Merrimack CollegeBloomberg Lab AssistantNov 2015 to May 2016
MFS Investment ManagementRFP Analyst Co-opJan 2015 to Jun 2015

Education

Merrimack

Bachelor of Science, Business Administration, Finance

2012 2016

Acton Boxborough Regional High School

2008 2012

Skills & Expertise

Microsoft Excel
Social Media
Management
Inventory Management
PowerPoint
English
Windows
Team Building
Customer Service
Time Management
Event Planning
Teamwork
Microsoft Office
Outlook
Microsoft Word

Others at Shepherd Kaplan Krochuk, LLC (3)

NameRoleLocation
Dylan Lemieux
Dylan Lemieux
AssociateBoston, MA , United States
R
Reading Wilson
Portfolio ManagerSanta Barbara, CA , United States
Jordan Dalley
Jordan Dalley
Investment Research AssociateBoston, MA , United States

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