Ingalls & Snyder
Marshall Kaplan is a seasoned finance professional with extensive experience in equity management. Currently serving as Senior Vice President and Manager of Fundamental Equity Advisors at Ingalls & Snyder since October 2018, Marshall Kaplan previously held the position of Managing Director and Manager of Fundamental Equity Advisors at Morgan Stanley from April 1983 to October 2018. Marshall Kaplan's educational background includes an MBA in Corporate Financial Management from Pace University's Lubin School of Business and a BBA in Finance & Investments from Baruch College.
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Ingalls & Snyder
Founded in 1924, Ingalls & Snyder is a NYC-based investment advisory firm, with $8.4 billion in client assets under management or advisory*. Ingalls & Snyder is a dually registered Registered Investment Advisor and Broker-Dealer, and is a well-capitalized, privately-owned LLC. Our clients primarily consist of high-net-worth individuals, families, trusts and related entities. Since inception, Ingalls & Snyder has promoted a culture of quality and integrity, delivering a unique level of customized investment management, personalized attention and responsive service to every relationship. *As of 3/31/2024