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Jim Kaplan
Vorstandsvorsitzender bei KB Financial Partners LLC
Aktive Positionen von Jim Kaplan
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
KB Financial Partners LLC
![]() KB Financial Partners LLC Investment ManagersFinance KB Financial Partners LLC is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by James Kaplan in 2009 and they are wholly-owned by KB Financial Companies LLC. KB Financial Partners offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Vorstandsvorsitzender | 01.04.2009 | - |
Gründer | 01.04.2009 | - | |
Präsident | 01.04.2009 | - | |
KB Financial Cos LLC
![]() KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | Vorstandsvorsitzender | 01.01.2016 | - |
Gründer | 01.01.2016 | - |
Karriereverlauf von Jim Kaplan
Ausbildung von Jim Kaplan
Lehigh University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Chief Executive Officer | 2 |
Founder | 2 |
President | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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KB Financial Partners LLC
![]() KB Financial Partners LLC Investment ManagersFinance KB Financial Partners LLC is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by James Kaplan in 2009 and they are wholly-owned by KB Financial Companies LLC. KB Financial Partners offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
KB Financial Cos LLC
![]() KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | Finance |
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