Fred Kaplan

Fred Kaplan is a Financial Representative currently working at The Bulfinch Group. With a background in portfolio management and options trading, Fred has held various roles at companies such as SMB Capital, CrossTower, and XMonetae Capital LLC. Fred's extensive experience in the financial industry spans over two decades, including positions at Hartree Partners, Vitol Gas & Electric/Avista Energy, and Cooper Neff & Associates. Fred's education includes attending the University of Pennsylvania and The Wharton School.