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Steve Kaplan

J.P. Morgan Asset Management


Speaker Bio

Stephen Kaplan, managing director, is Global Co- Head of Product Strategy and Portfolio Insights for JPMorgan Asset Management. He is responsible for leading a team of strategists who shape J.P.Morgan’s product platforms and messaging by collaborating across investment teams. He also spearheaded the development of the Portfolio Insights Analytics service, managing a team of specialists who provide customized analytics to help our clients build stronger portfolios. He is a member of the Funds Management Operating Committee, Product Steering Committee, ETF Steering Committee and the Product Development Leadership Team. Prior to joining the firm in 2007, Stephen was a senior product associate at Smith Barney. Previous to that, he worked as a senior marketing associate at Ryan Beck & Co. Stephen began his career in 1999 at Neuberger Berman, focusing on fund distribution. He holds a B.A. from Binghamton University, an M.B.A. from St. Johns University, and earned the Chartered Mutual Fund Counselor designation.



 

Speaker Sessions