Investment Consultant @ (January 2017 - December 2017)
Senior Financial Analyst @ (January 2015 - December 2016)
Financial Analyst @ (January 2014 - December 2014)
Associate Financial Analyst @ (January 2013 - December 2013)
Chief Compliance Officer and Vice President of Advisory Services @ (January 2023 - May 2024)
Chief Compliance Officer and Senior Investment Consultant @ (January 2018 - December 2022)
Summer Analyst @ (May 2011 - August 2011)
Joshua Kaplan Education
State University of New York College at Geneseo
BA (Economics)
2008-2012
Grand Island Senior High School 2004-2008
Joshua Kaplan Summary
Joshua Kaplan, based in Denver, CO, US, is currently a Director, Portfolio Operations and Impact Investing at Gary Community Ventures. Joshua Kaplan brings experience from previous roles at Landmark Wealth Management. Joshua Kaplan holds a 2008 - 2012 BA in Economics @ State University of New York College at Geneseo. Joshua Kaplan has 2 emails on RocketReach.
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