Josh Kaplan's Location
Newtown Square, PA, US
Josh Kaplan's Work
- Managing Director of Investments @ Ascension
- CIO/Director of Investments @ Drexel University Dornsife School of Public Health
- CIO @ Smart Money Financial Advisors, Llc
- Portfolio Manager @ Lockwood Capital Management
- Senior Investment Analyst @ Orion Brinker Capital
Josh Kaplan's Education
- Emory University
BBA (Finance)
1992 - 1996
Josh Kaplan's Skills
- Alternative Investments
- Valuation
- Portfolio Management
- Financial Modeling
- Capital Markets
- Investments
- Process Improvement
- Asset Allocation
- Strategic Planning
- Strategy
Josh Kaplan's Summary
Josh Kaplan, based in Newtown Square, PA, US, is currently a Managing Director of Investments at Ascension Investment Management, bringing experience from previous roles at Drexel University, Smart Financial Advisors, Lockwood Advisors and Brinker Capital. 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 contributes valuable insights to the industry. Josh Kaplan has 4 emails and 1 mobile phone number on RocketReach.
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ViewDavid Erickson
Chief Investment Officer at Ascension Investment Management
St. Louis, Missouri, United States35
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