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Gregory Kaplan
Head-Fixed Income Invts bij
Jefferies Investment Advisers LLC
Profiel
Gregory Stanton Kaplan is currently the Global Head of Fixed Income Asset Management at Jefferies Investment Advisers LLC, a position started in 2023.
Formerly, Mr. Kaplan was Director of Fixed Income & Managing Director at RBC Rochdale LLC from 2013 to 2022.
Prior roles include Senior Vice President at City National Asset Management, Inc. from 2004 to 2013, Vice President at NationsBank Corp.
from 1993 to 1997, Financial Analyst at The Prudential Insurance Company of America from 1989 to 1990, and Vice President at Robertson Stephens Advisors LLC in 2003.
Education includes an undergraduate degree from Rutgers State University of New Jersey in 1989 and an MBA from Virginia Polytechnic Institute & State University in 1992.
Actieve functies van Gregory Kaplan
| Bedrijven | Functie | Begin |
|---|---|---|
Jefferies Investment Advisers LLC
 Jefferies Investment Advisers LLC Investment ManagersFinance Provides investment advice | Head-Fixed Income Invts | 02-02-2023 |
Eerdere bekende functies van Gregory Kaplan
| Bedrijven | Functie | Einde |
|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Onderzoeksdirecteur - Fxd Inc | 21-03-2022 |
City National Asset Management, Inc.
 City National Asset Management, Inc. Investment ManagersFinance Profile Unavailable | Portefeuillebeheerder-Aandelen | 09-09-2013 |
Robertson Stephens Advisors LLC
 Robertson Stephens Advisors LLC Investment ManagersFinance Robertson Stephens Advisors provides advice on the management of investments in equities, fixed-income securities, mutual funds, ETFs, private funds, including hedge funds, fund-of-funds, private equity funds and other similar investments. RSA's investment advisory services are made available to clients by their Investment Advisor Representatives. Portfolio management strategies are typically implemented by third-party professional money managers. | Corporate Officer/Principal | 31-12-2003 |
NationsBank Corp.
 NationsBank Corp. Major BanksFinance Bank holding company | Corporate Officer/Principal | - |
The Prudential Insurance Company of America, Inc.
 The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance Provides insurance brokerage, retirement, investment planning and benefit administration services | Corporate Officer/Principal | - |
Opleiding van Gregory Kaplan
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
79
Eerstegraads connecties
8
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 8 |
|---|---|
City National Asset Management, Inc.
City National Asset Management, Inc. Investment ManagersFinance Profile Unavailable | Finance |
NationsBank Corp.
NationsBank Corp. Major BanksFinance Bank holding company | Finance |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Virginia Polytechnic Institute & State University
 Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance Provides insurance brokerage, retirement, investment planning and benefit administration services | Finance |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Finance |
Robertson Stephens Advisors LLC
Robertson Stephens Advisors LLC Investment ManagersFinance Robertson Stephens Advisors provides advice on the management of investments in equities, fixed-income securities, mutual funds, ETFs, private funds, including hedge funds, fund-of-funds, private equity funds and other similar investments. RSA's investment advisory services are made available to clients by their Investment Advisor Representatives. Portfolio management strategies are typically implemented by third-party professional money managers. | Finance |
Jefferies Investment Advisers LLC
Jefferies Investment Advisers LLC Investment ManagersFinance Provides investment advice | Finance |
