Gregory Stanton Kaplan
Head-Fixed Income Invts chez Jefferies Investment Advisers LLC
Profil
Gregory Stanton Kaplan is currently the Global Head of Fixed Income Asset Management at Jefferies Investment Advisers LLC since 2022.
Prior to this, he worked as the Director of Fixed Income & Managing Director at City National Rochdale LLC from 2013 to 2022, and as a Senior Vice President at City National Asset Management, Inc. from 2004 to 2013.
He also worked as a Vice President at NationsBank Corp.
from 1993 to 1997 and as a Financial Analyst at The Prudential Insurance Company of America, Inc. in 1989-1990.
Additionally, he held the position of Vice President at Robertson Stephens Advisors LLC in 2003.
Kaplan received his undergraduate degree from Rutgers State University of New Jersey in 1989 and his MBA from Virginia Polytechnic Institute & State University in 1992.
Postes actifs de Gregory Stanton Kaplan
| Sociétés | Poste | Début |
|---|---|---|
Jefferies Investment Advisers LLC
 Jefferies Investment Advisers LLC Investment ManagersFinance Founded in 2023, Jefferies Investment Advisers LLC is a full-service investment banking and capital markets firm. The company is based in New York, NY. Part of Jefferies Financial Group, Inc., the company prioritizes its employee-partners and provides them with a competitive and comprehensive benefits program that responds to their needs. | Head-Fixed Income Invts | 01/09/2022 |
Anciens postes connus de Gregory Stanton Kaplan
| Sociétés | Poste | Fin |
|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Directeur de Recherche - Fxd Inc | 21/03/2022 |
City National Asset Management, Inc.
 City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds. | Gestionnaire de Portefeuille-Actions | 09/09/2013 |
Robertson Stephens Advisors LLC
 Robertson Stephens Advisors LLC Investment ManagersFinance Founded in 2013, Robertson Stephens Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm is a subsidiary of Robertson Stephens LLC. They provides investment advisory services to individuals, including high net-worth individuals and families, and associated trusts, estates, family offices, charitable organizations, pension and profit sharing plans, and other legal entities. | Corporate Officer/Principal | 31/12/2003 |
| NationsBank Corp. | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
Formation de Gregory Stanton Kaplan
| Virginia Polytechnic Institute & State University | Masters Business Admin |
| Rutgers State University of New Jersey | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
City National Asset Management, Inc.
City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds. | Finance |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Finance |
| NationsBank Corp. | Finance |
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. | Finance |
Robertson Stephens Advisors LLC
Robertson Stephens Advisors LLC Investment ManagersFinance Founded in 2013, Robertson Stephens Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm is a subsidiary of Robertson Stephens LLC. They provides investment advisory services to individuals, including high net-worth individuals and families, and associated trusts, estates, family offices, charitable organizations, pension and profit sharing plans, and other legal entities. | Finance |
Jefferies Investment Advisers LLC
Jefferies Investment Advisers LLC Investment ManagersFinance Founded in 2023, Jefferies Investment Advisers LLC is a full-service investment banking and capital markets firm. The company is based in New York, NY. Part of Jefferies Financial Group, Inc., the company prioritizes its employee-partners and provides them with a competitive and comprehensive benefits program that responds to their needs. | Finance |
