Stephen Kaplan in

Stephen Kaplan

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Head of Customized Managed Account Solutions (SMAs, Model Portfolios and Portfolio Insights) at J.P. Morgan Asset Management
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
26 Years
Current Role
Head of Customized Managed Account Solutions (SMAs, Model Portfolios and Portfolio Insights)
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Stephen shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Stephen cares about

Strategic Priorities
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Career

Work history

1-2021
Head of Customized Managed Account Solutions (SMAs, Model Portfolios and Portfolio Insights)
J.P. Morgan Asset Management
3-2018 - 1-2021
Managing Director, Co-Head of Global Product Strategy/Development & Head of Portfolio Insights
J.P. Morgan Asset Management
1-2014 - 2-2018
Managing Director,Head of Product Strategy Americas & Portfolio Insights
J.P. Morgan Asset Management
7-2011 - 12-2013
Executive Director, Head of US Funds Product Strategy (B-D)
J.P. Morgan Asset Management
1-2010 - 5-2011
VP, Client Advisor
J.P. Morgan Asset Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1999
BA
Binghamton University
MBA
St. John's University, The Peter J. Tobin College of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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