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Craig Kaplan, Cfa Email & Phone Number

Senior Manager at Lombard Odier Investment Managers at Lombard Odier Investment Managers
Location: New York, New York, United States 10 work roles 3 schools
1 work email found @crestwoodcap.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Role
Senior Manager at Lombard Odier Investment Managers
Location
New York, New York, United States
Company size

Who is Craig Kaplan, Cfa? Overview

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Quick answer

Craig Kaplan, Cfa is listed as Senior Manager at Lombard Odier Investment Managers at Lombard Odier Investment Managers, a company with 1 employees, based in New York, New York, United States. AeroLeads shows a work email signal at crestwoodcap.com and a matched LinkedIn profile for Craig Kaplan, Cfa.

Craig Kaplan, Cfa previously worked as Senior Manager at Lombard Odier Investment Managers and Managing Director at Newoak Capital / Clsa Lending Ark Asia. Craig Kaplan, Cfa holds Master Of Business Administration - Mba, Finance from Yale School Of Management.

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Email format at Lombard Odier Investment Managers

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*@crestwoodcap.com
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Profile bio

About Craig Kaplan, Cfa

Senior business development and investor relations professional in the alternative investment industry. Experience includes successful capital raising for:- Private structures (PE, VC, Private Credit)- Liquid hedge strategies (L/S Credit, L/S Equity, RV Derivatives, Tail, Alternative Data)- Long only Deep relationships within the global institutional investor community, including endowments, foundations, pensions, FOF, sovereigns and family offices. Strategy experience includes significant experience with ESG/Sustainability themes:- Climate- Carbon- Energy Transition- Food, Water, Agriculture

Listed skills include Hedge Funds, Investor Relations, Alternative Investments, Equities, and 13 others.

Current workplace

Craig Kaplan, Cfa's current company

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Lombard Odier Investment Managers
Lombard Odier Investment Managers
Senior Manager at Lombard Odier Investment Managers
11, rue de la Corraterie, Geneva, 1204, ch
Employees
1
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10 roles · 26 years

Craig Kaplan, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Manager

Current

Geneva, CH

Lombard Odier Investment Managers (LOIM) has over 50 years of experience managing institutional assets, with over USD 60 billion under management for institutional clients, third-party distributors and financial intermediaries. Responsible for capital raising for private equity, private credit, hedge funds, systematic strategies, long-only, fixed income.

Sep 2018 - Present

Managing Director

Newoak Capital / Clsa Lending Ark Asia

Managed North American institutional capital raising program for Hong Kong-based private credit manager.

2017 - 2018 ~1 yr

Managing Director

Sharpe Point Partners / Endicott Group

Managed global business development efforts for a equity market-neutral hedge fund startup. Sharpe Point launched in March 2015. The portfolio was managed by Darius Brawn, who was previously a portfolio manager at SAC and Citadel. Long/Short equity generalist portfolio - invested across all sectors and was managed with an acute focus on factor exposure.

2016 - 2017 ~1 yr

Managing Director, Global Head Of Business Development

Arlington, Virginia, US

Contributed to firm capital growth of more than $2B. Managed 7 person global business development and investor relations team for a $6B alternatives asset management organization. EJF managed hedge funds (equity and credit), litigation finance and hybrid private equity funds strategies that focused on opportunities in the financials sector (banks.

2013 - 2016 ~3 yrs

Managing Director, Head Of Business Development

New York, New York, US

Contributed to firm capital growth from approximately $370MM to more than $1.1B for a global fundamental long/short equity hedge fund. Managed all business development and investor relations efforts.

2009 - 2013 ~4 yrs

Director, Investor Relations And Marketing

Arx Investment Management

Contributed to firm capital growth from approximately $650MM to more than $1.1B for a global long/short credit hedge fund. Managed all business development and investor relations efforts.

2006 - 2008 ~2 yrs

Manager, Institutional Client Group

Quellos Group, Llc

Contributed to firm capital growth of over $1B for a 270 person asset management organization headquartered in Seattle. Investment strategies included hedge fund of funds, private equity and real asset fund of funds, and a hedge fund seed capital program. Member of 4 person NY-based institutional business development team.

2003 - 2006 ~3 yrs

Private Banker

New York, US

Member of MBA Training Class in Private Client Services division

2000 - 2001 ~1 yr
Team & coworkers

Colleagues at Lombard Odier Investment Managers

Other employees you can reach at lombardodier.com. View company contacts for 1 employees →

3 education records

Craig Kaplan, Cfa education

Master Of Business Administration - Mba, Finance

Yale School Of Management

Ba, Government, History

Connecticut College

Education record

Horace Mann School
FAQ

Frequently asked questions about Craig Kaplan, Cfa

Quick answers generated from the profile data available on this page.

What company does Craig Kaplan, Cfa work for?

Craig Kaplan, Cfa works for Lombard Odier Investment Managers.

What is Craig Kaplan, Cfa's role at Lombard Odier Investment Managers?

Craig Kaplan, Cfa is listed as Senior Manager at Lombard Odier Investment Managers at Lombard Odier Investment Managers.

What is Craig Kaplan, Cfa's email address?

AeroLeads has found 1 work email signal at @crestwoodcap.com for Craig Kaplan, Cfa at Lombard Odier Investment Managers.

Where is Craig Kaplan, Cfa based?

Craig Kaplan, Cfa is based in New York, New York, United States while working with Lombard Odier Investment Managers.

What companies has Craig Kaplan, Cfa worked for?

Craig Kaplan, Cfa has worked for Lombard Odier Investment Managers, Newoak Capital / Clsa Lending Ark Asia, Sharpe Point Partners / Endicott Group, Ejf Capital Llc, and Crestwood Capital Management, L.P..

Who are Craig Kaplan, Cfa's colleagues at Lombard Odier Investment Managers?

Craig Kaplan, Cfa's colleagues at Lombard Odier Investment Managers include Murali Thillaivasan, Frederic Rochat, Bujar Ismajli, Stacey Borel, and Jerome Leclere.

How can I contact Craig Kaplan, Cfa?

You can use AeroLeads to view verified contact signals for Craig Kaplan, Cfa at Lombard Odier Investment Managers, including work email, phone, and LinkedIn data when available.

What schools did Craig Kaplan, Cfa attend?

Craig Kaplan, Cfa holds Master Of Business Administration - Mba, Finance from Yale School Of Management.

What skills is Craig Kaplan, Cfa known for?

Craig Kaplan, Cfa is listed with skills including Hedge Funds, Investor Relations, Alternative Investments, Equities, Capital Markets, Fixed Income, Capital Raising, and Asset Management.

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