Professionals
![sailboat, Jack C. Kaplan headshot](https://static.wixstatic.com/media/508bbd_2c6ea48e7fff4a889f25f82ea7986c45~mv2.jpeg/v1/crop/x_0,y_2,w_978,h_198/fill/w_953,h_193,al_c,q_80,usm_0.66_1.00_0.01,enc_auto/professionals_kaplan.jpeg)
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.
INVESTMENT PROFESSIONALS
EXECUTIVE TEAM