Gregory Kaplan

Head-Fixed Income Invts at

Jefferies Investment Advisers LLC

Finance

Consumer Services

Profile

Gregory Stanton Kaplan is currently the Global Head of Fixed Income Asset Management at Jefferies Investment Advisers LLC, a position started in 2023.
Formerly, Mr. Kaplan was Director of Fixed Income & Managing Director at RBC Rochdale LLC from 2013 to 2022.
Prior roles include Senior Vice President at City National Asset Management, Inc. from 2004 to 2013, Vice President at NationsBank Corp.
from 1993 to 1997, Financial Analyst at The Prudential Insurance Company of America from 1989 to 1990, and Vice President at Robertson Stephens Advisors LLC in 2003.
Education includes an undergraduate degree from Rutgers State University of New Jersey in 1989 and an MBA from Virginia Polytechnic Institute & State University in 1992.

Gregory Kaplan active positions

Companies	Position	Start
Jefferies Investment Advisers LLC Jefferies Investment Advisers LLC Investment ManagersFinance Provides investment advice	Head-Fixed Income Invts	02/02/2023

All active positions of Gregory Kaplan

Former positions of Gregory Kaplan

Companies	Position	End
City National Rochdale LLC City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments.	Director of Research - Fxd Inc	21/03/2022
City National Asset Management, Inc. City National Asset Management, Inc. Investment ManagersFinance Profile Unavailable	Portfolio Manager-Equities	09/09/2013
Robertson Stephens Advisors LLC Robertson Stephens Advisors LLC Investment ManagersFinance Robertson Stephens Advisors provides advice on the management of investments in equities, fixed-income securities, mutual funds, ETFs, private funds, including hedge funds, fund-of-funds, private equity funds and other similar investments. RSA's investment advisory services are made available to clients by their Investment Advisor Representatives. Portfolio management strategies are typically implemented by third-party professional money managers.	Corporate Officer/Principal	31/12/2003
NationsBank Corp. NationsBank Corp. Major BanksFinance Bank holding company	Corporate Officer/Principal	-
The Prudential Insurance Company of America, Inc. The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance Provides insurance brokerage, retirement, investment planning and benefit administration services	Corporate Officer/Principal	-

See the detail of Gregory Kaplan's experience

Training of Gregory Kaplan

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Gregory Kaplan's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	8
City National Asset Management, Inc. City National Asset Management, Inc. Investment ManagersFinance Profile Unavailable	Finance
NationsBank Corp. NationsBank Corp. Major BanksFinance Bank holding company	Finance
Rutgers State University of New Jersey Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Virginia Polytechnic Institute & State University Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Prudential Insurance Company of America, Inc. The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance Provides insurance brokerage, retirement, investment planning and benefit administration services	Finance
City National Rochdale LLC City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments.	Finance
Robertson Stephens Advisors LLC Robertson Stephens Advisors LLC Investment ManagersFinance Robertson Stephens Advisors provides advice on the management of investments in equities, fixed-income securities, mutual funds, ETFs, private funds, including hedge funds, fund-of-funds, private equity funds and other similar investments. RSA's investment advisory services are made available to clients by their Investment Advisor Representatives. Portfolio management strategies are typically implemented by third-party professional money managers.	Finance
Jefferies Investment Advisers LLC Jefferies Investment Advisers LLC Investment ManagersFinance Provides investment advice	Finance