Jim Kaplan
Amministratore Delegato presso KB Financial Partners LLC
Provenienza dei contatti di primo grado di Jim Kaplan
Entità | Tipo di entità | Settore Industriale | |
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Lehigh University
142
| College/University | Other Consumer Services | 142 |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022.
4
| Subsidiary | Insurance Brokers/Services | 4 |
KB Financial Partners LLC
KB Financial Partners LLC Investment ManagersFinance KB Financial Partners LLC is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by James Kaplan in 2009 and they are wholly-owned by KB Financial Companies LLC. KB Financial Partners offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.
2
| Subsidiary | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jim Kaplan tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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3com Corp. (Massachusetts)
3com Corp. (Massachusetts) Information Technology ServicesTechnology Services 3com Megahertz Corp. provides voice and data networking products and services. The company was founded by Robert M. Metcalfe, Howard S. Charney and John P. Marshall in 1979 and is headquartered in Marlborough, MA. | Information Technology Services | Corporate Officer/Principal Director/Board Member | |
AIR PRODUCTS & CHEMICALS, INC. | Chemicals: Specialty | Chief Executive Officer Corporate Officer/Principal Sales & Marketing Corporate Officer/Principal Chief Operating Officer Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Private Equity Investor Corporate Officer/Principal | |
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Head-Equity Investments Portfolio Manager-Fixed Income | |
DARDEN RESTAURANTS, INC. | Restaurants | Director/Board Member Director/Board Member | |
AES CORPORATION (THE) | Electric Utilities | Chief Operating Officer Corporate Officer/Principal | |
CITIGROUP INC. | Major Banks | Comptroller/Controller/Auditor | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
MAPI, Inc.
MAPI, Inc. Miscellaneous Commercial ServicesCommercial Services MAPI, Inc. is a non porift organization that connects manufacturing leaders. It offers education programs and manufacturing-specific business research. The company was founded in 1933 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
American Institute of Chemical Engineers
American Institute of Chemical Engineers Miscellaneous Commercial ServicesCommercial Services The American Institute of Chemical Engineers (AIChE) is a professional society with over 60,000 members in more than 110 countries. The private company is based in New York, NY, and has subsidiaries in the United States. AIChE offers various programs, including e-learning, webinars, and career advancement, to help chemical engineers at every career juncture bridge the skills gap created by the rush of technology, changing work styles, and unprecedented societal needs. Founded in 1908, AIChE is a focal point for information exchange on the frontiers of chemical engineering research in areas such as energy, sustainability, biological and environmental engineering, nanotechnology, and chemical plant safety and security. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Rutgers State University of New Jersey | College/University | Masters Business Admin Graduate Degree | |
Nomura Securities International, Inc.
Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Corporate Officer/Principal Trading-Fixed Income | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin Masters Business Admin | |
Stevens Institute of Technology | College/University | Graduate Degree Graduate Degree | |
The American Council of Engineering Cos.
The American Council of Engineering Cos. Engineering & ConstructionIndustrial Services The American Council of Engineering Cos. is a premier organization that drives innovation in engineering. The non-profit company is based in Washington and has subsidiaries in the United States. The American company offers trust programs to enhance membership investment by helping to control firm costs. The organization empowers engineers and architects to shape the future through events and resources. ACEC is the leading trade association of firms in the $338B engineering design services industry, with over 5,500 member firms and 600,000 employees across the United States. | Engineering & Construction | Corporate Officer/Principal Corporate Officer/Principal | |
US Air Force | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
The Institute of Electrical & Electronics Engineers, Inc.
The Institute of Electrical & Electronics Engineers, Inc. Miscellaneous Commercial ServicesCommercial Services The Institute of Electrical & Electronics Engineers, Inc. is a non-profit organization that owns and operates technical professional association. It provides membership and services, societies and communities support, publication services, and conferences and events. The company was founded in 1884 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Insurance Brokers/Services | Corporate Officer/Principal Corporate Officer/Principal | |
Southern Star Central Gas Pipeline, Inc.
Southern Star Central Gas Pipeline, Inc. Gas DistributorsUtilities Southern Star Central Gas Pipeline, Inc. provides natural gas transmission system spanning services. The company was founded in 1896 and is headquartered in Owensboro, KY. | Gas Distributors | Director/Board Member | |
Great Western Bank (Sioux Falls, South Dakota)
Great Western Bank (Sioux Falls, South Dakota) Regional BanksFinance Great Western Bank operates as a financial services organization that provides a comprehensive and integrated financial products and services. It specializes in personal banking, business banking, wealth management, agribusiness banking, mortgage and cash management. The company was founded in 1907 and is headquartered in Sioux Falls, SD. | Regional Banks | Corporate Officer/Principal | |
Markit North America, Inc.
Markit North America, Inc. Investment Banks/BrokersFinance Markit North America, Inc. provides financial information services. It offers asset pricing, forecasting, and research services to the financial sectors. It owns and operates the CDX credit derivative indices and the synthetic structured finance and loan indices ABX HE, CMBX and LCDX. The company's clients include hedge funds, asset managers, central banks, regulators, rating agencies, and insurance companies. The company was founded in 2003 and is located in New York City, NY. | Investment Banks/Brokers | Director/Board Member | |
Kennedy Lewis Investment Management LLC
Kennedy Lewis Investment Management LLC Investment ManagersFinance Kennedy Lewis Investment Management LLC (Kennedy Lewis) is a private equity firm founded in 2017 by David K. Chene and Darren L. Richman. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Morgan Stanley Infrastructure, Inc.
Morgan Stanley Infrastructure, Inc. Investment ManagersFinance Morgan Stanley Infrastructure, Inc. (Morgan Stanley Infrastructure) is a private equity firm founded in 2006. The firm headquartered in New York, US. | Investment Managers | Private Equity Investor | |
Palmeri Fund Administrators, Inc.
Palmeri Fund Administrators, Inc. Investment Trusts/Mutual FundsMiscellaneous Palmeri Fund Administrators, Inc. provides fund administration services. The company is headquartered in Fair Lawn, NJ. | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor | |
Boston University School of Law | College/University | Graduate Degree | |
Altus Power, Inc. (Connecticut)
Altus Power, Inc. (Connecticut) Financial ConglomeratesFinance Altus Power America, Inc. engages in the operation of clean energy projects. It provides clean electricity to commercial, industrial, and municipal clients. The company is headquartered in Greenwich, CT. | Financial Conglomerates | Director/Board Member | |
HÖEGH LNG PARTNERS LP | Marine Shipping | Chairman | |
Vedanta Capital LLC
Vedanta Capital LLC Investment ManagersFinance Vedanta Capital LLC (Vedanta Capital) is a venture capital firm founded in 2006 by Parag Phoolchand Saxena, Alessandro A. Piol and Howard E. Goldstein. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Investcorp Credit Management US LLC
Investcorp Credit Management US LLC Investment ManagersFinance Investcorp Credit Management US LLC (ICM US) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2012 and is a subsidiary of IVC Credit Management Financing LLC, which is ultimately owned by Mille Lacs Band of Ojibwe. ICM US provides investment supervisory services to investment vehicles, which includes collateralized loan obligations (CLOs) and pooled investment vehicles. | Investment Managers | Analyst-Fixed Income | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Fixed Income | |
Southern Star Central Corp.
Southern Star Central Corp. MiscellaneousMiscellaneous Southern Star Central Corp. engages in the distribution of natural gas through pipelines. The company was founded in September 11, 2002 and is headquartered in Owensboro, KY. | Miscellaneous | Director/Board Member | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin | |
Sikorsky Aircraft Corp.
Sikorsky Aircraft Corp. Aerospace & DefenseElectronic Technology Sikorsky Aircraft Corp. designs, manufactures and services of military and commercial helicopters. It offers light turbine, piston helicopters, fixed-wing and twin turboprop aircraft and spare parts. The company was founded in 1923 and is headquartered in Stratford, CT. | Aerospace & Defense | Corporate Officer/Principal | |
TD Securities (USA) LLC
TD Securities (USA) LLC Investment Banks/BrokersFinance Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 48 |
Svizzera | 2 |
Bermuda | 2 |
Settori
Finance | 22 |
Consumer Services | 12 |
Commercial Services | 8 |
Utilities | 3 |
Miscellaneous | 3 |
Posizioni
Director/Board Member | 217 |
Corporate Officer/Principal | 208 |
Undergraduate Degree | 98 |
Chief Executive Officer | 70 |
Chairman | 56 |
Contatti più connessi
Insiders | |
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Chaipatr Srivisarvacha | 42 |
Ann Murtlow | 30 |
Barry S. Rosenstein | 24 |
Jeffrey F. Brotman | 24 |
Julie Shimer | 23 |
Thomas Campbell | 19 |
William Shawn Brennan | 18 |
Andrew Cagnetta | 18 |
John McClain | 16 |
Thomas Bartlett | 16 |
Salvatore Guccione | 16 |
Michael Hilton | 15 |
F. Rhodes | 14 |
Bill Joseph Amelio | 14 |
Dik Blewitt | 14 |
- Borsa valori
- Insiders
- Jim Kaplan
- Connessioni Società