Gregory Stanton Kaplan
Head-Fixed Income Invts chez Jefferies Investment Advisers LLC
Postes actifs de Gregory Stanton Kaplan
Sociétés | Poste | Début | Fin |
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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 | - |
Historique de carrière de Gregory Stanton Kaplan
Anciens postes connus de Gregory Stanton Kaplan
Sociétés | Poste | Début | Fin |
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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 | 10/09/2013 | 21/03/2022 |
Portfolio Manager-Fixed Income | 10/09/2013 | 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 | 01/01/2004 | 09/09/2013 |
Portfolio Manager-Fixed Income | 01/01/2004 | 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 | 31/12/2003 |
NationsBank Corp. | Corporate Officer/Principal | 01/01/1993 | - |
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 | 01/01/1989 | - |
Formation de Gregory Stanton Kaplan
Virginia Polytechnic Institute & State University | Masters Business Admin |
Rutgers State University of New Jersey | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 9 |
Opérationnelle
Corporate Officer/Principal | 3 |
Portfolio Manager-Fixed Income | 2 |
Masters Business Admin | 1 |
Sectorielle
Finance | 7 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 6 |
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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 |
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