Jim Kaplan
Chief Executive Officer at Cubic Asset Management LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Fred K. Foulkes | M | 82 |
Boston University
| 44 years |
| Kenneth G. Condon | M | 76 |
Boston University
| 49 years |
| Frank P. Lombardi | M | - |
Cubic Asset Management LLC
 Cubic Asset Management LLC Investment ManagersFinance Cubic Asset Management LLC is an independent registered investment advisor and wealth manager headquartered in Boston, Massachusetts. It was founded by James “Jim” Kaplan in 2007. The firm offers discretionary and non-discretionary separate account management to endowments, foundations, retirement plans and high net-worth individuals. They also participate in a single wrap fee program for which they manage a single account as sub-advisor. | 16 years |
| Ben Paradise | M | - |
Cubic Asset Management LLC
Cubic Asset Management LLC Investment ManagersFinance Cubic Asset Management LLC is an independent registered investment advisor and wealth manager headquartered in Boston, Massachusetts. It was founded by James “Jim” Kaplan in 2007. The firm offers discretionary and non-discretionary separate account management to endowments, foundations, retirement plans and high net-worth individuals. They also participate in a single wrap fee program for which they manage a single account as sub-advisor. | - |
| Stephen R. Farmer | M | - |
Boston University
| 43 years |
| Alfredo Pastor Bodmer | M | 79 |
Boston University
| 48 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Doug Williams | M | - |
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | 14 years |
| Yim-Pan Cheung | M | 77 |
University of Maryland
| 4 years |
| Cynthia A. Gómez | M | - |
Boston University
| 12 years |
| Amy S. Paul | F | 72 |
Boston University
| 7 years |
| J. Dirk Vos | M | - |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | 5 years |
| Taek-Soo Han | M | 73 |
Boston University
| 3 years |
| Eric Zarkovich | M | - |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | 4 years |
| Jeffrey H. Grammer | M | - |
Boston University
| 4 years |
| Zakaria bin Ismail | M | 73 |
Boston University
| 4 years |
| Stephen P. Jonas | M | 71 |
Boston University
| 6 years |
| Howard K. Kurman | M | - |
University of Maryland
| 7 years |
| Bruce Karl Walbridge | M | - |
Boston University
| 3 years |
| James Markarian | M | 57 |
Boston University
| 5 years |
| Christopher E. Nolin | M | 71 |
Boston University
| 8 years |
| Joe Wickwire | M | - |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | 8 years |
| Richard J. Semple | M | - |
Boston University
| 8 years |
| Carolyn A. Thoroughgood | M | - |
University of Maryland
| 3 years |
| Guo Jia Zhang | M | - |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | 2 years |
| Chris Bliss | M | - |
University of Maryland
| 6 years |
| Osman Durak | M | 72 |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | 5 years |
| James David Winship | M | - |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | 7 years |
| Woo-Hyun Won | M | 81 |
Boston University
| 6 years |
| Steven Schneider | M | - |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | 6 years |
| Suk-Chae Lee | M | 78 |
Boston University
| 5 years |
| Charles R. Moran | M | - |
University of Maryland
| 7 years |
| David J. Howe | M | - |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | - |
| Dana E. Erikson | M | - |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | 9 years |
| Yasser Taki Mohammad Al-Baharna | M | 60 |
Boston University
| 3 years |
| Gary Mishuris | M | 45 |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | 6 years |
| Michael P. Bradshaw | M | - |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | 4 years |
| Gilman C. Gunn | M | - |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | 16 years |
| Mark C. Sipe | M | - |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | 5 years |
| Shih-Chien Yang | M | 79 |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | 3 years |
| Doug Chamberlain | M | - |
Boston University
| 6 years |
| Ahmet Ertugrul Bitlis | M | 63 |
Boston University
| 5 years |
| Robert Knox | M | 72 |
Boston University
| 5 years |
| Chris Conkey | M | 64 |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts.
Boston University
| 5 years |
| Peter John Raimondi | M | - |
Boston University
| 4 years |
| Thomas V. Costantino | M | - |
University of Maryland
| 5 years |
| Lisa Brown-Premo | F | - |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | 5 years |
| Margie Patel | F | - |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | 3 years |
| Joseph DeSantis | M | - |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | 5 years |
| Michael H. Baker | M | - |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | - |
| José Antonio Solano Arroyo | M | 68 |
Boston University
| 3 years |
| William A. Whitaker | M | - |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | - |
| Luis R. Cortez | M | - |
Boston University
| 5 years |
| Joha bin Abdul Rahman | M | 61 |
Boston University
| 4 years |
| Mimi Kung | F | 59 |
Boston University
| 4 years |
| William Shapiro | M | - |
University of Maryland
| 4 years |
| Constantine Pantelis | M | - |
Boston University
| 4 years |
| Jeffrey C. Hummel | M | 59 |
Boston University
| 4 years |
| Richard W. Talkov | M | - |
Boston University
| 4 years |
| Carl Mower | M | - |
Boston University
| 4 years |
| Ellen M. McCarthy | F | - |
University of Maryland
| 4 years |
| Gary Smith | M | - |
Boston University
| 3 years |
| Mark Rosenker | M | 77 |
University of Maryland
| 4 years |
| Sue Madden | F | - |
University of Maryland
| 4 years |
| Donald J. Waters | M | - |
University of Maryland
| 3 years |
| Stephen Spanos | M | 61 |
Boston University
| 4 years |
| Gerald A. Stone | M | - |
University of Maryland
| 4 years |
| Michael S. Etkin | M | - |
Boston University
| 4 years |
| Howard Bomstein | M | - |
University of Maryland
| 4 years |
| Neville Joseph Chang | M | - |
University of Maryland
| 4 years |
| Neva Goodwin | M | - |
Boston University
| 3 years |
| James R. Wilen | M | 68 |
Boston University
| 4 years |
| Ronald Lara | M | - |
University of Maryland
| 4 years |
| Thomas Sciascia | M | 70 |
Boston University
| 14 years |
| Richard Michael Schaeffer | M | 72 |
University of Maryland
| 4 years |
| Jack Fingerhut | M | 73 |
University of Maryland
| 4 years |
| Joe Healey | M | 57 |
Boston University
| 4 years |
| James Dale Davidson | M | 77 |
University of Maryland
| 4 years |
| Francis Contino | M | 78 |
University of Maryland
| 4 years |
| Lawrence Jeffrey Langs | M | 62 |
Boston University
| 3 years |
| Edward T. Tokar | M | 76 |
University of Maryland
| 4 years |
| Joseph Marion Loughry | M | 77 |
University of Maryland
| 4 years |
| Bruce G. Morrison | M | - |
Boston University
| 2 years |
| Martha Ann Strom | F | 58 |
Boston University
| 4 years |
| Brian Keeler | M | - |
Boston University
| 3 years |
| Vernon R. Hollidge | M | - |
University of Maryland
| 4 years |
| Douglas P. Warner | M | - |
Boston University
| 3 years |
| Mark Deem | M | - |
Boston University
| 4 years |
| Gary S. Williams | M | - |
University of Maryland
| 4 years |
| Kevin M. Kimball | M | - |
University of Maryland
| 4 years |
| Raymond A. Grahe | M | - |
University of Maryland
| 4 years |
| Jay Kernis | M | - |
University of Maryland
| 4 years |
| Edwin S. Crawford | M | - |
University of Maryland
| 4 years |
| Carlos Naudon | M | 73 |
University of Maryland
| 4 years |
| Jeffrey S. Klausner | M | - |
University of Maryland
| 4 years |
| Helen Shik | F | - |
Boston University
| 4 years |
| Warner S. Fletcher | M | - |
Boston University
| 3 years |
| Bruce W. Minsky | M | 60 |
Boston University
| 4 years |
| Ann S. Harrington | F | 75 |
University of Maryland
| 4 years |
| Edward F. Boyle | M | - |
Boston University
| 2 years |
| Michael Zapolin | M | - |
Boston University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 53 | 53.00% |
| Israel | 48 | 48.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jim Kaplan
- Personal Network
