Jim Kaplan
Amministratore Delegato presso Cubic Asset Management LLC
Posizioni attive di Jim Kaplan
Società | Posizione | Inizio | Fine |
---|---|---|---|
Cubic Asset Management LLC
Cubic Asset Management LLC Investment ManagersFinance Cubic Asset Management LLC is an independent registered investment advisor and wealth manager headquartered in Boston, Massachusetts. It was founded by James “Jim” Kaplan in 2007. The firm offers discretionary and non-discretionary separate account management to endowments, foundations, retirement plans and high net-worth individuals. They also participate in a single wrap fee program for which they manage a single account as sub-advisor. | Amministratore Delegato | 01/11/2007 | - |
Responsabile della Conformità | 01/11/2007 | - | |
Fondatore | 01/11/2007 | - | |
Gestore di Portafoglio-Azioni | 01/11/2007 | - |
Storia della carriera di Jim Kaplan
Precedenti posizioni note di Jim Kaplan
Società | Posizione | Inizio | Fine |
---|---|---|---|
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Gestore di Portafoglio-Azioni | 01/11/2002 | 31/10/2007 |
Boston University | Corporate Officer/Principal | 01/01/1972 | 31/12/1984 |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | Corporate Officer/Principal | 01/01/1970 | 31/12/1971 |
Mass General Brigham, Inc.
Mass General Brigham, Inc. Medical/Nursing ServicesHealth Services Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA. | Direttore/Membro del Consiglio | - | - |
J. L. Kaplan Associates LLC
J. L. Kaplan Associates LLC Investment ManagersFinance Founded in 1976, Boston-based J.L. Kaplan Associates LLC is a subsidiary of Evergreen Investments. The manage assets for individuals and high net worth individuals. Evergreen is the asset management division of Wachovia Corp. (NYSE: WB | Direttore degli Investimenti | 01/02/1976 | - |
Gestore di Portafoglio-Azioni | 01/02/1976 | - | |
Presidente | 01/02/1976 | - |
Formazione di Jim Kaplan
University of Maryland | Doctorate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 2 |
Chief Investment Officer | 1 |
Settori
Finance | 4 |
Consumer Services | 4 |
Health Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
---|---|
J. L. Kaplan Associates LLC
J. L. Kaplan Associates LLC Investment ManagersFinance Founded in 1976, Boston-based J.L. Kaplan Associates LLC is a subsidiary of Evergreen Investments. The manage assets for individuals and high net worth individuals. Evergreen is the asset management division of Wachovia Corp. (NYSE: WB | Finance |
Cubic Asset Management LLC
Cubic Asset Management LLC Investment ManagersFinance Cubic Asset Management LLC is an independent registered investment advisor and wealth manager headquartered in Boston, Massachusetts. It was founded by James “Jim” Kaplan in 2007. The firm offers discretionary and non-discretionary separate account management to endowments, foundations, retirement plans and high net-worth individuals. They also participate in a single wrap fee program for which they manage a single account as sub-advisor. | Finance |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Finance |
Mass General Brigham, Inc.
Mass General Brigham, Inc. Medical/Nursing ServicesHealth Services Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA. | Health Services |
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