Jason Kaplan

Jason Kaplan is an experienced investment analyst currently working at Northmarq since October 2022, specializing in debt and equity investment sales. Responsibilities include creating financial underwriting models and conducting market analysis for real estate transactions. Prior to this role, Jason served as a research analyst at Godsey & Gibb Wealth Management from June 2019 to September 2022, where report creation and investment thesis analysis were key tasks. Previous experience includes an internship at Battle Monument Partners, contributing to property management and bookkeeping, and various positions in compliance and investor relations at WealthForge, UBS, and leadership in the VCU Student Managed Investment Portfolio. Jason holds a Bachelor's degree in Finance and is pursuing an MBA at Virginia Commonwealth University, expected to graduate in 2024.