Profil
Mr. Martin E.
Kaplan is Co-Founder at Fieldpoint Private Bank & Trust, Inc. and President & Portfolio Manager at KR Capital Advisors, Inc.
Mr. Kaplan joined KR Capital Advisors, Inc. in 1991, with responsibilities for portfolio management, investment analysis, and client relations.
He became President in 1993
Mr. Kaplan spent 29 years at Merrill Lynch.
From 1985 through his departure in March 1991, he was Senior Vice President, Director of Equity Trading, responsible for global equity trading and syndicate business.
While at Merrill Lynch, he was also a Managing Director, responsible for National Sales of Institutional Equity Products and client relationships
Mr. Kaplan received his BBA from City College of New York and his graduate degree from The Wharton School University of Pennsylvania.
Anciens postes connus de Marty Kaplan
| Sociétés | Poste | Fin |
|---|---|---|
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. | President | 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. | Fondateur | 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 | 31/12/1990 |
Formation de Marty Kaplan
| The Wharton School of the University of Pennsylvania | Graduate Degree |
| The City College of New York | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
