Eric Kaplan

Head of Asset Allocation & Institutional Product

Eric Kaplan has an extensive background in finance, beginning with an internship in equity research at Morgan Stanley from 1999 to 2000. They subsequently held various leadership roles at Fidelity Investments, including VP of Investment Product Management and Director of Investment Analysis, from 2014 to 2017. Eric also earned multiple degrees, including an MBA and a Master of Finance from Boston College Carroll School of Management, and a Bachelor of Science in Finance from Boston University.

Location

Boston, United States

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