Howard Kaplan Email & Phone Number
Chief Executive Officer
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Howard Kaplan Location
- Atlanta, GA, US
Howard Kaplan Work
- Chief Executive Officer @ Kaplan Fiduciary Group (May 2015 - Present)
- Senior Vice President @ T-I Trust Inc. (f/k/a First Bankers Trust Services, Inc.) (March 2015 - May 2017)
- Managing Director @ First Fiduciary Consulting Corp (May 2014 - February 2015)
- Senior Vice President @ (December 2000 - May 2014)
- Vice President @ (January 1995 - January 2000)
- Vice President @ (January 1990 - January 1995)
Howard Kaplan Education
- University of Florida - Warrington College of Business
Bachelor of Science (Business Admin, Finance)
1976-1980
Howard Kaplan Skills
- ERISA
- 401k
- Defined Benefit
- Retirement
- ESOP
- Pensions
- Retirement Planning
- Investments
- Asset Allocation
- Wealth Management
- Mutual Funds
- Employee Benefits
- Portfolio Management
- Qualified Retirement Plans
- Fixed Income
- Retirement Plan Consulting
- Fiduciary Services
- Trustee
- Fiduciary
- Investment Management
- Asset Management
- Financial Services
- Mergers & Acquisitions
- Securities
- Private Equity
- Equities
- Investment Advisory
- Defined Contribution
- Mergers
- Relationship Management
- Financial Advisory
- Profit Sharing
- Non-Qualified Deferred Compensation
- Finance
- Investment Strategies
- Valuation
- ETFs
- Investment Advisory Services
- Trust Services
- Management
- Due Diligence
- Leadership
- 401(k) Retirement Savings Plans
- Employee Stock Ownership Plan (ESOP)
Howard Kaplan Summary
- Howard Kaplan, based in Atlanta, GA, US, is currently a Chief Executive Officer at Kaplan Fiduciary Group. Howard Kaplan brings experience from previous roles at T-I Trust Inc. (f/k/a First Bankers Trust Services, Inc.), First Fiduciary Consulting Corp, Reliance Trust Company and Wachovia, A Wells Fargo Company. Howard Kaplan holds a 1976 - 1980 Bachelor of Science in Business Admin, Finance @ University of Florida - Warrington College of Business. With a robust skill set that includes ERISA, 401k, Defined Benefit, Retirement, ESOP and more. Howard Kaplan has 1 emails and 2 mobile phone numbers on RocketReach.
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