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Career history of Marty Kaplan
Former positions of Marty Kaplan
Companies | Position | Start | End |
---|---|---|---|
KR Capital Advisors, Inc.
![]() KR Capital Advisors, Inc. Investment ManagersFinance Founded in 1983, KR Capital Advisors, Inc. is a registered investment advisor headquartered in New York City with an additional office in Sarasota, Florida. The firm provides services to corporate, pension fund, foundation, endowment or other institutional clients, as well as individual clients. | Portfolio Manager-Equities | 31/12/1990 | 15/08/2015 |
President | 31/12/1990 | 15/08/2015 | |
Treasurer | 31/12/1990 | 15/08/2015 | |
Fieldpoint Private Bank & Trust
![]() Fieldpoint Private Bank & Trust Regional BanksFinance Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT. | Founder | 31/03/2008 | 15/08/2015 |
Merrill Lynch Investment Managers, Inc.
![]() Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Trading-Equity | 31/12/1961 | 30/12/1990 |
Training of Marty Kaplan
The Wharton School of the University of Pennsylvania | Graduate Degree |
The City College of New York | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 1 |
President | 1 |
Treasurer | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
KR Capital Advisors, Inc.
![]() KR Capital Advisors, Inc. Investment ManagersFinance Founded in 1983, KR Capital Advisors, Inc. is a registered investment advisor headquartered in New York City with an additional office in Sarasota, Florida. The firm provides services to corporate, pension fund, foundation, endowment or other institutional clients, as well as individual clients. | Finance |
Merrill Lynch Investment Managers, Inc.
![]() Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Fieldpoint Private Bank & Trust
![]() Fieldpoint Private Bank & Trust Regional BanksFinance Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT. | Finance |
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