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Joseph Kaplan Email & Phone Number
Senior Investment Strategist, Citi Wealth
at
Citi
1 work email found
@citigroup.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Investment Strategist, Citi Wealth
Location
New York City Metropolitan Area, United States
Company size
Who is Joseph Kaplan? Overview
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Quick answer
Joseph Kaplan is listed as Senior Investment Strategist, Citi Wealth at Citi, a with 196387 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at citigroup.com and a matched LinkedIn profile for Joseph Kaplan.
Joseph Kaplan previously worked as Investment Strategist at Citi Private Bank and Investment Associate, Fixed Income Strategy at Citi Private Bank. Joseph Kaplan holds B.S., Finance And Marketing from University At Buffalo School Of Management, The State University Of New York.
Company email context
Email format at Citi
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{first}.{last}@citigroup.com
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AeroLeads found 1 current-domain work email signal for Joseph Kaplan. Compare company email patterns before reaching out.
Profile bio
About Joseph Kaplan
Joseph Kaplan is a Senior Investment Strategist, Citi Wealth at Citi. He possess expertise in fixed income, investments, bloomberg, microsoft excel, investment strategies and 13 more skills.
Listed skills include Fixed Income, Investments, Bloomberg, Microsoft Excel, and 14 others.
Current workplace
Joseph Kaplan's current company
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Citi
3 roles
Joseph Kaplan work experience
A career timeline built from the work history available for this profile.
Investment Strategist
Current
Citi Private Bank
Member of the firm's Global Investment Strategy Team, managing portfolios linked to over $400 billion in AUM. Responsible for analyzing global macroeconomic themes, asset class recommendations and developing relevant investment strategies across both equity and fixed income markets.Present the firm's global investment strategy to senior bank management, investment counselors, and ultra-high net worth clients.
Jan 2014 - Present
Investment Associate, Fixed Income Strategy
Citi Private Bank
Member of CPB's Global Fixed Income Strategy Team that was responsible for monitoring market and economic developments. Generated analysis published in the firm's flagship reports across global fixed income asset markets.
Jan 2010 - Dec 2013
Team & coworkers
Colleagues at Citi
Other employees you can reach at citigroup.com. View company contacts for 196387 employees →
KS
Katalin Simon-Jojart
Colleague at CitiBudapest, Hungary
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LM
Lina María Calderón
Colleague at CitiBogota, D.C., Capital District, Colombia
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JD
Jimmy Davis
Colleague at CitiPlano, Texas, United States
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BP
Bernice Pineda
Colleague at CitiSingapore
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AS
Abel Sardinas
Colleague at CitiLake Worth, Florida, United States
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MK
Megan Kelly
Colleague at CitiNew York, United States
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KS
Khasim Sayed
Colleague at CitiGreater Chennai Area, India
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TA
Tharini A
Colleague at CitiBengaluru, Karnataka, India
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TM
Talilo Mwanza
Colleague at CitiLusaka, Lusaka Province, Zambia
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EF
Eva Fulop
Colleague at CitiHungary
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Katalin Simon-Jojart
Colleague at CitiBudapest, Hungary
View →
LM
Lina María Calderón
Colleague at CitiBogota, D.C., Capital District, Colombia
View →
JD
Jimmy Davis
Colleague at CitiPlano, Texas, United States
View →
BP
Bernice Pineda
Colleague at CitiSingapore
View →
AS
Abel Sardinas
Colleague at CitiLake Worth, Florida, United States
View →
MK
Megan Kelly
Colleague at CitiNew York, United States
View →
KS
Khasim Sayed
Colleague at CitiGreater Chennai Area, India
View →
TA
Tharini A
Colleague at CitiBengaluru, Karnataka, India
View →
TM
Talilo Mwanza
Colleague at CitiLusaka, Lusaka Province, Zambia
View →
EF
Eva Fulop
Colleague at CitiHungary
View →
1 education record
Joseph Kaplan education
FAQ
Frequently asked questions about Joseph Kaplan
Quick answers generated from the profile data available on this page.
What company does Joseph Kaplan work for?
Joseph Kaplan works for Citi.
What is Joseph Kaplan's role at Citi?
Joseph Kaplan is listed as Senior Investment Strategist, Citi Wealth at Citi.
What is Joseph Kaplan's email address?
AeroLeads has found 1 work email signal at @citigroup.com for Joseph Kaplan at Citi.
Where is Joseph Kaplan based?
Joseph Kaplan is based in New York City Metropolitan Area, United States while working with Citi.
What companies has Joseph Kaplan worked for?
Joseph Kaplan has worked for Citi and Citi Private Bank.
Who are Joseph Kaplan's colleagues at Citi?
Joseph Kaplan's colleagues at Citi include Katalin Simon-Jojart, Lina María Calderón, Jimmy Davis, Bernice Pineda, and Abel Sardinas.
How can I contact Joseph Kaplan?
You can use AeroLeads to view verified contact signals for Joseph Kaplan at Citi, including work email, phone, and LinkedIn data when available.
What schools did Joseph Kaplan attend?
Joseph Kaplan holds B.S., Finance And Marketing from University At Buffalo School Of Management, The State University Of New York.
What skills is Joseph Kaplan known for?
Joseph Kaplan is listed with skills including Fixed Income, Investments, Bloomberg, Microsoft Excel, Investment Strategies, Haver Analytics, The Yield Book, and Asset Allocation.
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