Jim Kaplan Email & Phone Number
Lead Portfolio Manager - Structured Products @ National Investment Services
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Jim Kaplan Location
- Evanston, IL, US
Jim Kaplan Work
- Lead Portfolio Manager - Structured Products @ (April 2009 - Present)
- Principal - Fixed-Income Portfolio Manager @ (June 1994 - December 2008)
- Vice President @ (September 1982 - May 1994)
Jim Kaplan Education
- Washington and Lee University
B.A. (Double-major Economics & Politics)
1978-1982
Jim Kaplan Skills
- Due Diligence
- Educational Leadership
Jim Kaplan Summary
- Jim Kaplan, based in Evanston, IL, US, is currently a Lead Portfolio Manager - Structured Products at National Investment Services, Inc.. Jim Kaplan brings experience from previous roles at William Blair and Company and First Union National Bank. Jim Kaplan holds a 1978 - 1982 B.A. in Double-major Economics & Politics @ Washington and Lee University. With a robust skill set that includes Due Diligence, Educational Leadership and more. Jim Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
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Top National Investment Services Employees
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Milwaukee, WI, US
Bart McCartin
Principal and Managing Partner
Chicago, IL, US
Jenny Notte
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Stephen Smitley
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Kyle Olson
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Milwaukee, WI, US
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Barbara Schalla
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Milwaukee, WI, US
John Fremgen
Principal and Managing Partner
Chicago, IL, US
Jason Berrie
Chief Investment Officer
Milwaukee, WI, US
Jim Kaplan
Lead Portfolio Manager - Structured Products
Evanston, IL, US
Stefan Martin
Portfolio Manager, Structured Products
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Larry Haslee
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Thiensville, WI, US
Rick Tauber
Fixed Income Analyst
Chicago, IL, US
Zachary Senske
Portfolio Analyst
Milwaukee, WI, US
Ketty Riley
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Milwaukee, WI, US
Andrew Gruebling
Vice President - Consultant Relations
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Christina Binkoski
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Mark Steen
Principal | Managing Partner
Minneapolis, MN, US
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