![Joshua Kaplan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Joshua 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 the firm’s senior investment team, he supervises the research, sourcing, due diligence, and monitoring of investments for AIM’s investment strategies.
He has over 28 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 Kaplan
| Sociétés | Poste | Début |
|---|---|---|
Ascension Investment Management LLC
 Ascension Investment Management LLC Investment ManagersFinance AIM is an active manager that uses diversification across asset classes to produce either a desired rate of return at a lower level of risk or a higher return for a given level of risk. The firm develops a strategy of hedging during good times and buying assets when times are tough. They aim to build client portfolios that seek to preserve capital in negative markets even if it means underperforming on a relative basis in very positive markets. | Gestionnaire de Portefeuille-Actions | 01/01/2011 |
Anciens postes connus de Joshua Kaplan
| Sociétés | Poste | Fin |
|---|---|---|
Smart Financial Advisors LLC
 Smart Financial Advisors LLC Investment ManagersFinance Provides investment advice | Directeur en chef des Investissements | - |
BNY Mellon Advisors, Inc.
 BNY Mellon Advisors, Inc. Investment ManagersFinance BNYMA’s philosophy and investment process applies a comprehensive, long-term approach to portfolio construction, with an emphasis on downside risk management. | Gestionnaire de Portefeuille-Actions | - |
Formation de Joshua Kaplan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
BNY Mellon Advisors, Inc.
BNY Mellon Advisors, Inc. Investment ManagersFinance BNYMA’s philosophy and investment process applies a comprehensive, long-term approach to portfolio construction, with an emphasis on downside risk management. | Finance |
Emory University
 Emory University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smart Financial Advisors LLC
Smart Financial Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
Ascension Investment Management LLC
Ascension Investment Management LLC Investment ManagersFinance AIM is an active manager that uses diversification across asset classes to produce either a desired rate of return at a lower level of risk or a higher return for a given level of risk. The firm develops a strategy of hedging during good times and buying assets when times are tough. They aim to build client portfolios that seek to preserve capital in negative markets even if it means underperforming on a relative basis in very positive markets. | Finance |
