Jack Kaplan

Jack is a Managing Director at Carret with over 30 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.

Education / Affiliations:

Jack is a CFA charterholder and a member of the CFA Institute and the CFA Society New York. He earned a BS in Economics at the Wharton School of the University of Pennsylvania.

Outside Carret:

Jack resides in Manhattan with his family.