Profilo
William Bennett Kaplan worked as an Analyst at Perritt Capital Management, Inc. He then served as a Principal at William Blair & Co. LLC for a brief period in 2003.
In 2023, he worked as a Financial Advisor at Abacus Wealth Partners LLC.
Mr. Kaplan completed his undergraduate degree at Kenyon College in 1999.
Precedenti posizioni note di Will Kaplan
Società | Posizione | Fine |
---|---|---|
Abacus Wealth Partners LLC
Abacus Wealth Partners LLC Investment ManagersFinance Abacus Wealth Partners LLC (Abacus) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Brent Kessel and Spencer Sherman in 2004 after the merger of Abacus Wealth Management LLC (AWM) and Sherman Financial, Inc. (SFI). Abacus provides investment management services to individuals, high net-worth individuals, couples, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gestore di Portafoglio-Azioni | 01/02/2024 |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Corporate Officer/Principal | 28/02/2003 |
Perritt Capital Management, Inc.
Perritt Capital Management, Inc. Investment ManagersFinance Perritt Capital Management, Inc. (PCM) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Gerald W. Perritt in 1987 and is a wholly owned subsidiary of Investment Information Services, Inc. PCM provides discretionary and non-discretionary investment advisory services to individuals, institutions, trusts, and other entities that require investment advice on an ongoing basis. They also serve as an investment adviser to The Perritt Funds, Inc., which has two series: the MicroCap Opportunities Fund, and the Ultra MicroCap Fund. | Analyst-Equity | - |
Formazione di Will Kaplan
Kenyon College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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Perritt Capital Management, Inc.
Perritt Capital Management, Inc. Investment ManagersFinance Perritt Capital Management, Inc. (PCM) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Gerald W. Perritt in 1987 and is a wholly owned subsidiary of Investment Information Services, Inc. PCM provides discretionary and non-discretionary investment advisory services to individuals, institutions, trusts, and other entities that require investment advice on an ongoing basis. They also serve as an investment adviser to The Perritt Funds, Inc., which has two series: the MicroCap Opportunities Fund, and the Ultra MicroCap Fund. | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
Abacus Wealth Partners LLC
Abacus Wealth Partners LLC Investment ManagersFinance Abacus Wealth Partners LLC (Abacus) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Brent Kessel and Spencer Sherman in 2004 after the merger of Abacus Wealth Management LLC (AWM) and Sherman Financial, Inc. (SFI). Abacus provides investment management services to individuals, high net-worth individuals, couples, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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