Jimmy Kaplan, CFA, currently serves as Senior Director of Investment Valuations at Empower, a position held since November 2012. Responsibilities include daily mark-to-market valuation for various investment vehicles such as 40 Act Funds, CITs, and SMAs, as well as managing vendor relationships and compliance with the Liquidity Rule (Rule 22e-4). Previously, from 2002 to 2011, Jimmy Kaplan worked in Market Risk at U.S. Central, focusing on market risk analytics, cash flows, liquidity, and fixed income valuation models. Jimmy Kaplan holds a Bachelor's of Science in Finance from the University of Oklahoma.
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