Miller Kaplan
Marlena Kaplan, CPA, CFA, currently serves as Chief Financial Officer at Miller Kaplan since May 2025. Prior to this role, Marlena held the position of Chief Operating Officer at Thomas St John Group from January 2022 to May 2025 and was Chief Financial Officer at CMNTY Culture from October 2020 to May 2025. Marlena's extensive experience includes serving as Chief Operating Officer for The Family Office Company BSC, where oversight of accounting and fund operations was executed for a complex wealth platform, and Managing Director at The Blackstone Group, managing fund accounting teams and third-party relationships. Previous roles include Chief Financial Officer at Cadogan Management LLC, Controller at Onex, and Relationship Manager at Robeco, demonstrating a strong background in finance, operations, and client management. Education includes an Executive MBA from Baruch College and a BBA in Accounting and International Business from Hofstra University.
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Miller Kaplan
Listen, then advise. That’s what has made Miller Kaplan one of the top 100 certified public accounting firms in the United States. Established in 1941, Miller Kaplan has been providing audit, accounting, tax, business management, licensing and royalty, industry metrics, and consulting services, to individuals, businesses, fiduciaries, and tax-exempt organizations for more than 75 years. Miller Kaplan has 28 partners and nearly 200 employees throughout offices in Los Angeles, San Francisco, Seattle, Las Vegas, Denver, and Sun Valley, ID.