J. L. KAPLAN ASSOCIATES, LLC

J. L. KAPLAN ASSOCIATES, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 104669). Regulatory assets under management: $312.3M.

Registration

Officers, owners & control persons (10)

NameRoleLocation
MUNN WILLIAM DOUGLASDIRECTOR
FERRO DENNIS HENRYDIRECTOR
KOONCE MICHAEL HOWARDCHIEF LEGAL OFFICER
LAPPLE BARBARA ANNCHIEF COMPLIANCE OFFICER
MOSS MATTHEW CHARLESCHIEF FINANCIAL OFFICER
KAPLAN JAMES LAWRENCEPRESIDENT
WEISMAN PAULOFFICER; PRESIDENT, CHIEF INVESTMENT OFFICER; SHAREHOLDER
WIEDENSKI REGINA BARBARAMEMBER; SHAREHOLDER
KAPLAN JAMESPRESIDENT
UTANO JAIMECHIEF COMPLIANCE OFFICER

More on this firm