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Loopbaan van Marty Kaplan
Eerdere bekende functies van Marty Kaplan
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-01-1991 | 16-08-2015 |
President | 01-01-1991 | 16-08-2015 | |
Treasurer | 01-01-1991 | 16-08-2015 | |
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. | Oprichter | 01-04-2008 | 16-08-2015 |
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 | 01-01-1962 | 31-12-1990 |
Opleiding van Marty Kaplan
The Wharton School of the University of Pennsylvania | Graduate Degree |
The City College of New York | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Portfolio Manager-Equities | 1 |
President | 1 |
Treasurer | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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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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