Evan Kaplan Email & Phone Number
Partner | Wealth Advisor @ Cerity Partners
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Evan Kaplan Location
- Boston, MA, US
Evan Kaplan Work
- Partner | Wealth Advisor @ (March 2025 - Present)
- Senior Principal | Wealth Advisor @ (June 2023 - March 2025)
- Principal @ (January 2022 - May 2023)
- Director and Client Advisor @ (April 2020 - December 2021)
- Client Advisor @ (February 2017 - April 2020)
- Senior Client Service Associate @ (February 2014 - February 2017)
- Client Service Associate @ (December 2011 - February 2014)
Evan Kaplan Education
- Colby College
Evan Kaplan Summary
- Evan Kaplan, based in Boston, MA, US, is currently a Partner | Wealth Advisor at Cerity Partners. Evan Kaplan brings experience from previous roles at Cerity Partners. Evan Kaplan holds a Colby College. Evan Kaplan has 2 emails on RocketReach.
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