Joseph Kaplan Email & Phone Number

Senior Vice President, Investment Consultant @ Morgan Stanley

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Joseph Kaplan Location

Garden City, NY, US

Joseph Kaplan Work

2026 - now Senior Vice President, Investment Consultant @ Morgan Stanley
View Department
2010 - 2025 Senior Investment Strategist, Citi Wealth @ Citi

Joseph Kaplan Education

University at Buffalo
B.S. (Finance and Marketing)
2004 - 2008

Joseph Kaplan Skills

Portfolio Management
Capital Markets
Investment Strategies

Valuation
Investments
Bloomberg
Microsoft Excel
Asset Management
Credit
Finance

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Joseph Kaplan Summary

Joseph Kaplan, based in Garden City, NY, US, is currently a Senior Vice President, Investment Consultant at Morgan Stanley. Joseph Kaplan brings experience from previous roles at Citi. Joseph Kaplan holds a 2004 - 2008 B.S. in Finance and Marketing @ University at Buffalo. With a robust skill set that includes Portfolio Management, Capital Markets, Investment Strategies, Valuation, Investments and more. Joseph Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.

Joseph Kaplan Emails

Found 2 emails

Joseph Kaplan Phone Numbers

Found 2 phone numbers

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