Josh Kaplan Email & Phone Number
Managing Director of Investments @ Ascension
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Josh Kaplan Location
- Newtown Square, PA, US
Josh Kaplan Work
- Managing Director of Investments @ (January 2010 - Present)
- CIO and Director of Investments @ (January 2007 - January 2009)
- CIO and Director of Investments @ (January 2007 - December 2009)
- CIO @ Smart Financial Advisors (January 2004 - January 2006)
- CIO @ Smart Financial Advisors (January 2004 - December 2006)
- Portfolio Manager @ (January 2002 - January 2004)
- Portfolio Manager @ (January 2002 - December 2004)
- Senior Investment Analyst @ Brinker Capital (January 1996 - December 2002)
- Senior Investment Analyst @ (January 1996 - January 2002)
Josh Kaplan Education
- Emory University
BBA (Finance)
1992-1996
Josh Kaplan Skills
- Alternative Investments
- Valuation
- Portfolio Management
- Financial Modeling
- Capital Markets
- Investments
- Process Improvement
- Asset Allocation
- Strategic Planning
- Strategy
- Asset Managment
- Equities
- Investment Strategies
- Program Management
- Risk Management
- Asset Management
- Financial Analysis
- Private Equity
- Management
- Project Management
- Due Diligence
- Venture Capital
- Hedge Funds
- Investment Management
Josh Kaplan Summary
- Josh Kaplan, based in Newtown Square, PA, US, is currently a Managing Director of Investments at Ascension Investment Management. Josh Kaplan brings experience from previous roles at Drexel University and Smart Financial Advisors. Josh Kaplan holds a 1992 - 1996 BBA in Finance @ Emory University. With a robust skill set that includes Alternative Investments, Valuation, Portfolio Management, Financial Modeling, Capital Markets and more. Josh Kaplan has 3 emails and 1 mobile phone numbers on RocketReach.
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