Adam Kaplan Email & Phone Number
Senior Managing Director, Partner - Director of Global Fixed Income Credit Research @ Wellington Management
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Adam Kaplan Location
- Boston, MA, US
Adam Kaplan Work
- 2025 - now Senior Managing Director, Partner - Director of Global Fixed Income Credit Research @
- 2024 - 2025 Managing Director - Director of Global Fixed Income Credit Research @
- 2018 - 2024 Managing Director - Director of Industry Research, Americas @
- 2008 - 2018 Managing Director - Fixed Income Credit Analyst @
- 2004 - 2008 Vice President @
- 2001 - 2004 Associate Director @
Adam Kaplan Education
- University of Florida - Warrington College of Business
MA (International Business)
2000 - 2001 - University of Florida
BA (Judaic Studies)
1996 - 2000
Adam Kaplan Skills
- Fixed Income
- Financial Modeling
- Investment Banking
- Valuation
- Credit Analysis
- Due Diligence
- Municipal Bonds
- Universities
- Healthcare Analytics
- Debt Restructuring
- High Yield Bonds
- Long Term Care
- Business Analysis
- Asset Managment
- Hospitals
- Microsoft Excel
- Academic Medical Centers
- Legal Documents
- Interest Rate Derivatives
- Microsoft Office
- Credit
Adam Kaplan Summary
- Adam Kaplan, based in Boston, MA, US, is currently a Senior Managing Director, Partner - Director of Global Fixed Income Credit Research at Wellington Management. Adam Kaplan brings experience from previous roles at Wellington Management and Citigroup. Adam Kaplan holds a 2000 - 2001 MA in International Business @ University of Florida - Warrington College of Business. With a robust skill set that includes Fixed Income, Financial Modeling, Investment Banking, Valuation, Credit Analysis and more. Adam Kaplan has 2 emails and 5 mobile phone numbers on RocketReach.
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