Marshall Kaplan

Marshall Kaplan is a Managing Director at Global Investment Solutions. He has more than 31 years of investment industry experience and currently manages the Fundamental All-Cap Equity portfolios and the Fundamental Small/Mid-Cap Strategy for Fundamental Equity Advisors, formed in October 2010. Previously, he worked in Morgan Stanley’s Portfolio Strategy and Research Group and managed the Equity Model Portfolio team. Mr. Kaplan joined a predecessor firm in 1983 as a Portfolio Analyst. Subsequently, he created and managed that firm’s Equity High Net Worth and Portfolio Management programs and served on its Global Investment Committee and Global Portfolio Committee. Prior to joining the predecessor firm, he spent two years as a Paper and Forest Products Analyst at an institutional research firm. Mr. Kaplan graduated from Baruch College with a BBA in finance and investments and earned an MBA in corporate financial management from the Lubin School of Business at Pace University.