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Stephen Kaplan Email & Phone Number

Managing Director, Head of Customized Managed Account Solutions at J.P. Morgan Asset Management at J.P. Morgan Asset Management
Location: New York City Metropolitan Area, United States 9 work roles 2 schools
2 work emails found @jpmorgan.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email s****@jpmorgan.com
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Role
Managing Director, Head of Customized Managed Account Solutions at J.P. Morgan Asset Management
Location
New York City Metropolitan Area, United States

Who is Stephen Kaplan? Overview

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Quick answer

Stephen Kaplan is listed as Managing Director, Head of Customized Managed Account Solutions at J.P. Morgan Asset Management at J.P. Morgan Asset Management, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Stephen Kaplan.

Stephen Kaplan previously worked as Head of Customized Managed Account Solutions (SMAs, Model Portfolios and Portfolio Insights) at J.P. Morgan Asset Management and Managing Director, Co-Head of Global Product Strategy/Development & Head of Portfolio Insights at J.P. Morgan Asset Management. Stephen Kaplan holds Ba, Economics from Binghamton University.

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Email format at J.P. Morgan Asset Management

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{first}.{last}@jpmorgan.com
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AeroLeads found 2 current-domain work email signals for Stephen Kaplan. Compare company email patterns before reaching out.

Profile bio

About Stephen Kaplan

Over 20 years of Product Strategy, portfolio construction and analytics experience.

Listed skills include Mutual Funds, Investments, Financial Services, Product Management, and 15 others.

Current workplace

Stephen Kaplan's current company

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J.P. Morgan Asset Management
J.P. Morgan Asset Management
Managing Director, Head of Customized Managed Account Solutions at J.P. Morgan Asset Management
AeroLeads page
9 roles · 28 years

Stephen Kaplan work experience

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

Head Of Customized Managed Account Solutions (Smas, Model Portfolios And Portfolio Insights)

Current

New York, Ny, Us

Content is intended for institutional/wholesale/professional clients and qualified investors only (not for retail investors) as defined by local laws and regulations. J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide (collectively “JPM”).Opinions and comments may not reflect those of J.P. Morgan or its affiliates. Content is intended for US audience only, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy specific to any individual investor’s needs. Posts relating to J.P. Morgan Funds are for informational purposes only, not a specific recommendation/solicitation of J.P. Morgan Funds, investors should ensure they understand key risks and consult a retail financial representative before making any investment decisions (including investing in a Fund or strategy).JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills, awards or Rankings are not indications of future results. "Likes", "Favorites", shares or similar functionality should not be considered an endorsement of JPM products or services. Additional disclosures and important information, can be found here: https://am.jpmorgan.com/us/en/asset-management/per/site-disclaimer/

Jan 2021 - Present

Managing Director, Co-Head Of Global Product Strategy/Development & Head Of Portfolio Insights

New York, Ny, Us

Mar 2018 - Jan 2021

Managing Director,Head Of Product Strategy Americas & Portfolio Insights

New York, Ny, Us

-Head of Product Strategy for J.P. Morgan Funds in the Americas and Portfolio Insights-Focus on shaping and positioning the product palette for US and Offshore Funds, ETFs, SMAs and Alternatives for the intermediary focused lines of business' in the Americas- Head of Portfolio Insights including an analytics service designed to help our clients build stronger portfolios and education on portfolio construction and manager selection

Jan 2014 - Feb 2018

Executive Director, Head Of Us Funds Product Strategy (B-D)

New York, Ny, Us

-Head of broker dealer and RIA focused product strategy team-Focus on portfolio analytics and product messaging

Jul 2011 - Dec 2013

Vp, Client Advisor

New York, Ny, Us

-External Wholesaler covering Independents in Connecticut

Jan 2010 - May 2011

Csg Investment Specialist

Charlotte, Nc, Us

2004 - 2005 ~1 yr
2 education records

Stephen Kaplan education

Ba, Economics

Binghamton University

Mba, Executive Management

St. John'S University, The Peter J. Tobin College Of Business
FAQ

Frequently asked questions about Stephen Kaplan

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

What company does Stephen Kaplan work for?

Stephen Kaplan works for J.P. Morgan Asset Management.

What is Stephen Kaplan's role at J.P. Morgan Asset Management?

Stephen Kaplan is listed as Managing Director, Head of Customized Managed Account Solutions at J.P. Morgan Asset Management at J.P. Morgan Asset Management.

What is Stephen Kaplan's email address?

AeroLeads has found 2 work email signals at @jpmorgan.com for Stephen Kaplan at J.P. Morgan Asset Management.

Where is Stephen Kaplan based?

Stephen Kaplan is based in New York City Metropolitan Area, United States while working with J.P. Morgan Asset Management.

What companies has Stephen Kaplan worked for?

Stephen Kaplan has worked for J.P. Morgan Asset Management, Ryan Beck & Co., Bank Of America, and Neuberger Berman.

How can I contact Stephen Kaplan?

You can use AeroLeads to view verified contact signals for Stephen Kaplan at J.P. Morgan Asset Management, including work email, phone, and LinkedIn data when available.

What schools did Stephen Kaplan attend?

Stephen Kaplan holds Ba, Economics from Binghamton University.

What skills is Stephen Kaplan known for?

Stephen Kaplan is listed with skills including Mutual Funds, Investments, Financial Services, Product Management, Alternative Investments, Competitive Analysis, Asset Allocation, and Series 7.

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