Stephen Kaplan Email & Phone Number
Executive Director, Financial Advisor @ Morgan Stanley
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Stephen Kaplan Location
- New York, NY, US
Stephen Kaplan Work
- 2025 -now Executive Director, Financial Advisor @
- 2014 -2025 Senior Vice President - Wealth Management @
- 1991 -2014 Senior Vice President @
Stephen Kaplan Education
- Washington University in St. Louis
BSBA (Accounting and Finance)
1987-1991
Stephen Kaplan Skills
- Wealth Management
- Investments
- Finance
- Portfolio Management
- Asset Management
- Private Equity
- Equities
- Securities
- Hedge Funds
- Financial Advisory
- Customer Service
- Services
- Financial Services
- Banking
- Microsoft Excel
Stephen Kaplan Summary
- Stephen Kaplan, based in New York, NY, US, is currently a Executive Director, Financial Advisor at Morgan Stanley. Stephen Kaplan brings experience from previous roles at UBS and Gilford Securities. Stephen Kaplan holds a 1987 - 1991 BSBA in Accounting and Finance @ Washington University in St. Louis. With a robust skill set that includes Wealth Management, Investments, Finance, Portfolio Management, Asset Management and more. Stephen Kaplan has 1 emails and 2 mobile phone numbers on RocketReach.
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