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Jack C. Kaplan
Membre du Comité d'Investissement chez
Carret Asset Management LLC
Profil
Mr. Jack C.
Kaplan, CFA, is a Managing Director at Carret Asset Management LLC and a Member at The New York Society of Security Analysts, Inc. He has over 30 years of experience in the investment management industry.
He serves on Carret’s Equity Investment Policy Committee.
He is a Portfolio Manager of high net-worth individuals and families, institutions, endowments and foundations.
Prior to joining Carret in 2006, Mr. Kaplan was a Portfolio Manager at Dominick and Dominick Advisors and began his career at Clay Finlay Inc.
He received his BS.
in Economics from The Wharton School of the University of Pennsylvania.
He is a member of the CFA Institute and New York Society of Security Analysts.
Postes actifs de Jack C. Kaplan
| Sociétés | Poste | Début |
|---|---|---|
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret’s fundamental goal is to structure sound, customized, and diversified investment portfolios. Their capabilities span active fixed income and equity strategies focused on achieving attractive risk adjusted returns over the ever-evolving market cycles. | Membre du Comité d'Investissement | 01/01/2006 |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Corporate Officer/Principal | 10/05/2011 |
Anciens postes connus de Jack C. Kaplan
| Sociétés | Poste | Fin |
|---|---|---|
Dominick & Dominick LLC (Investment Management)
 Dominick & Dominick LLC (Investment Management) Investment ManagersFinance DDA is a large cap growth manager that uses independent third party research. | Corporate Officer/Principal | 31/12/2005 |
Clay Finlay LLC
 Clay Finlay LLC Investment ManagersFinance Clay Finlay (CF) offers Global, International, Emerging Markets, Pacific Basin and Europe mandates. They tend to invest in the stocks of large-cap companies in the finance, health technology and energy minerals sectors. The firm first creates an investable universe, eliminating companies with highly volatile earnings or insufficient market capitalizations and free float. They then conduct further screening by looking at valuation to long-term growth rates. The firm also screens companies by sector and region. They use internally generated research on the resulting focus list. This includes visits to companies to research valuation, management, financial strength and competitive positioning. CF uses a team approach, with the investment policy committee setting macroeconomic strategy and the Chief Investment Officer and portfolio managers assuming portfolio construction and risk control duties. The firm maintains a high turnover rate. | Portfolio Manager-Fixed Income | - |
Formation de Jack C. Kaplan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Clay Finlay LLC
Clay Finlay LLC Investment ManagersFinance Clay Finlay (CF) offers Global, International, Emerging Markets, Pacific Basin and Europe mandates. They tend to invest in the stocks of large-cap companies in the finance, health technology and energy minerals sectors. The firm first creates an investable universe, eliminating companies with highly volatile earnings or insufficient market capitalizations and free float. They then conduct further screening by looking at valuation to long-term growth rates. The firm also screens companies by sector and region. They use internally generated research on the resulting focus list. This includes visits to companies to research valuation, management, financial strength and competitive positioning. CF uses a team approach, with the investment policy committee setting macroeconomic strategy and the Chief Investment Officer and portfolio managers assuming portfolio construction and risk control duties. The firm maintains a high turnover rate. | Finance |
Dominick & Dominick LLC (Investment Management)
Dominick & Dominick LLC (Investment Management) Investment ManagersFinance DDA is a large cap growth manager that uses independent third party research. | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret’s fundamental goal is to structure sound, customized, and diversified investment portfolios. Their capabilities span active fixed income and equity strategies focused on achieving attractive risk adjusted returns over the ever-evolving market cycles. | Finance |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Commercial Services |
