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sailboat, Jack C. Kaplan headshot

Jack C. Kaplan, CFA

Managing Director

The Wharton School of the University of Pennsylvania, BS., Economics

Jack is a Managing Director with over 25 years of experience in the investment management industry.

Jack serves on Carret’s Equity Investment Policy Committee. He is a Portfolio Manager of equity and balanced portfolios for high net-worth individuals and families, institutions, endowments and foundations.

Jack has been a guest on Bloomberg Television and Radio and has been interviewed in various leading financial publications.

Prior to joining Carret in 2006, he was a Portfolio Manager at Dominick and Dominick Advisors and began his career at Clay Finlay Inc.

He is a member of the CFA Institute and New York Society of Security Analysts (NYSSA).

Jack resides in Manhattan with his family.



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