Fred Kaplan Location
United States
Fred Kaplan Work
- 2024 - now Financial Advisor @ The Bulfinch Group
- 2023 - 2024 Portfolio Manager and Equities Trader @ SMB Capital
- 2021 - 2022 Head Portfolio Manager and Chief Risk Officer @ XMonetae Capital LLC
- 2019 - 2021 Portfolio Manager @ Self Employed
- 1999 - 2018 Portfolio Manager and Head Options Trader @ Hartree Partners
Fred Kaplan Education
- University of Pennsylvania
- The Wharton School
Fred Kaplan Summary
Fred Kaplan, based in United States, is currently a Financial Advisor at The Bulfinch Group. Fred Kaplan brings experience from previous roles at SMB Capital, XMonetae Capital LLC, Self Employed and Hartree Partners. Fred Kaplan holds a University of Pennsylvania. Fred Kaplan has 1 emails and 1 mobile phone numbers on RocketReach.
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Top The Bulfinch Group Employees
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25+
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Gracio Garcia
VP of Wealth Management at The Bulfinch Group
Boston, MA, US25+ -
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John Akoury
Director of Training at The Bulfinch Group
Boston, MA, US12 -
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Alex Burns
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Boston, MA, US23 -
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Deane Gyllenhaal
The Bulfinch Group at The Bulfinch Group
Boston, MA, US41 -
Michael Shtifter
Financial Advisor at The Bulfinch Group
Newton, MA, US22
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