Joshua Milton Kaplan
Gestionnaire de Portefeuille-Actions chez Ascension Investment Management LLC
Profil
Mr. Joshua M.
Kaplan is a Managing Director of Investments at Ascension Investment Management LLC.
As part of AIM’s senior investment team, he supervises the research, sourcing, due diligence, and monitoring of investments for AIM’s investment strategies.
He has over 25 years of investment industry experience with a focus on hedge funds.
Prior to joining Ascension Investment Management in 2010, Mr. Kaplan was the Chief Investment Officer for Drexel University in Philadelphia, Pennsylvania, where he managed the investment office and the university’s endowment.
Prior to that, he served as the Chief Investment Officer at Smart Financial Advisors, a multi-family office and financial advisory firm, and served in asset management roles at Lockwood Advisors and Brinker Capital.
Mr. Kaplan holds a Bachelor of Business Administration in Finance from Emory University.
Postes actifs de Joshua Milton Kaplan
| Sociétés | Poste | Début |
|---|---|---|
Ascension Investment Management LLC
 Ascension Investment Management LLC Investment ManagersFinance Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts. | Gestionnaire de Portefeuille-Actions | 01/01/2011 |
Anciens postes connus de Joshua Milton Kaplan
| Sociétés | Poste | Fin |
|---|---|---|
Smart Financial Advisors LLC
 Smart Financial Advisors LLC Investment ManagersFinance Part of SMART & Associates LLP, Smart Financial Advisors LLC is a company that provides investment advice. The company is based in Devon, PA. | Directeur en chef des Investissements | - |
BNY Mellon Advisors, Inc.
 BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Gestionnaire de Portefeuille-Actions | - |
Formation de Joshua Milton Kaplan
| Emory University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
BNY Mellon Advisors, Inc.
BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Finance |
Smart Financial Advisors LLC
Smart Financial Advisors LLC Investment ManagersFinance Part of SMART & Associates LLP, Smart Financial Advisors LLC is a company that provides investment advice. The company is based in Devon, PA. | Finance |
Ascension Investment Management LLC
Ascension Investment Management LLC Investment ManagersFinance Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts. | Finance |
