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Joshua Milton Kaplan
Portfolio Manager-Equities at Ascension Investment Management LLC
Network origin in Joshua Milton Kaplan first degree
Entity | Entity type | Industry | |
---|---|---|---|
Emory University
173
| College/University | Other Consumer Services | 173 |
Ascension Investment Management LLC
![]() Ascension Investment Management LLC Investment ManagersFinance Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts.
16
| Subsidiary | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joshua Milton Kaplan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Georgia-Pacific LLC
![]() Georgia-Pacific LLC Pulp & PaperProcess Industries Georgia-Pacific LLC manufactures tissue, pulp, paper, packaging, building products and related chemicals. It offers hygienic dispensing systems, towels, tissues, soaps, air fresheners, wipers, cups, cutlery, and napkins. The firm's household brands include Brawny paper towels, Quilted Northern bath tissue and Dixie cups and tableware. The company was founded by Owen R. Cheatham in 1927 and is headquartered in Atlanta, GA. | Pulp & Paper | Chief Tech/Sci/R&D Officer Director/Board Member | |
BANK OF AMERICA CORPORATION | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
BROWN & BROWN, INC. | Insurance Brokers/Services | Director/Board Member | |
T. Rowe Price Associates, Inc. (Investment Management)
![]() T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
ROLLINS, INC. | Other Consumer Services | Director/Board Member Director/Board Member | |
Washington University in St. Louis | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
FNY Capital Management LP
![]() FNY Capital Management LP Investment ManagersFinance FNY Capital Management LP is an independent investment manager headquartered in New York City. The firm manages assets of individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
The Phi Beta Kappa Society
![]() The Phi Beta Kappa Society Miscellaneous Commercial ServicesCommercial Services The Phi Beta Kappa Society operates as an organization for liberal arts and science education. The non-profit company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Houston
![]() University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Masters Business Admin Graduate Degree | |
George Washington University Law School | College/University | Graduate Degree Graduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
US Securities & Exchange Commission | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Grady Memorial Hospital
![]() Grady Memorial Hospital Hospital/Nursing ManagementHealth Services Grady Memorial Hospital operates a hospital. The private company is based in Delaware, OH. John M. Haupert has been the CEO of the company since 2011. | Hospital/Nursing Management | Director/Board Member Corporate Officer/Principal | |
Surveyor Capital Ltd.
![]() Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Woodruff Foundation | Director/Board Member Director/Board Member | ||
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Ichauway, Inc. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
The Robert W. Woodruff Foundation, Inc.
![]() The Robert W. Woodruff Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous The Robert W. Woodruff Foundation, Inc. engages in awarding grants in healthcare and education, human services, economic development & civic affairs, art and cultural activities. It supports charitable, scientific and educational activities. The Robert W. Woodruff Foundation was founded in 1937 and is headquartered in Atlanta, GA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Weiss Multi-Strategy Advisers LLC
![]() Weiss Multi-Strategy Advisers LLC Investment ManagersFinance Weiss Multi-Strategy Advisers LLC is a SEC-registered investment adviser and hedge fund manager headquartered in New York City with an additional office in Hartford, Connecticut. They are a wholly-owned subsidiary of GWA LLC. The firm is an affiliate of George Weiss Associates, Inc. (GWAI), formerly a SEC and NASD registered broker/dealer which was founded by George A. Weiss in 1978. GWAI was reorganized in 2005 and Weiss Multi-Strategy Advisers LLC was formed as the investment advisory entity which would manage GWAI?s private investment funds, managed accounts and proprietary capital. Weiss Multi-Strategy Advisers provides discretionary investment advisory services to private investment funds, registered investment companies, separately managed accounts for institutional investors, charitable organizations and entities affiliated with the firm. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
Brownstone Investment Group LLC
![]() Brownstone Investment Group LLC Investment Banks/BrokersFinance Brownstone Investment Group LLC provides financial services. The private company is based in New York, NY. The CEO of the company is Matthew Martines. | Investment Banks/Brokers | Chief Operating Officer | |
Fried, Frank, Harris, Shriver & Jacobson LLP
![]() Fried, Frank, Harris, Shriver & Jacobson LLP Miscellaneous Commercial ServicesCommercial Services Fried, Frank, Harris, Shriver & Jacobson LLP provides legal services. Its clients include Bank of America, Dow Jones and Northrop Grumman. The company has offices in Frankfurt, Hong Kong, London, New York, Paris, Shanghai, and Washington. Fried, Frank, Harris, Shriver & Jacobson was founded in 1971 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Geller & Co. LLC
![]() Geller & Co. LLC Financial ConglomeratesFinance Geller & Co. LLC and its subsidiary, Geller Advisors LLC, provide financial advisory and wealth management services to individuals, families, business owners, institutions, and non-profits. The private company is based in New York, NY and has subsidiaries in the United States. The company's services include CFO, financial, tax and estate planning, investment management, philanthropic giving, and technology. Geller Advisors is a multi-family office with over $9 billion of assets under management and advisement. The company was founded by Laurence Stephen Geller and Martin Jay Geller, with Martin Jay Geller serving as CEO since incorporation. | Financial Conglomerates | Corporate Officer/Principal | |
AMBIT BIOSCIENCES CORP | Pharmaceuticals: Major | Director/Board Member | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
Mizuho Securities USA LLC
![]() Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | Analyst-Equity | |
Habitat NYC & Westchester
![]() Habitat NYC & Westchester HomebuildingConsumer Durables Habitat for Humanity New York City is a non profit organization which engages in the building and preserving affordable homes for families in need. Its projects include Dean Street Residences, Single Family Homes, and Critical Home Repair in Staten Island. The organization was founded in 1984 and is headquartered in New York, NY. | Homebuilding | Director/Board Member | |
MedImmune Ventures, Inc.
![]() MedImmune Ventures, Inc. Investment ManagersFinance MedImmune Ventures, Inc. ( Medimmune Ventures) is a venture capital firm founded in 2002 by Ron Laufer, Wayne Hockmeyer and David Mott . The firm is headquartered in Gaithersburg, Maryland. | Investment Managers | Private Equity Investor | |
BDO USA PC
![]() BDO USA PC Miscellaneous Commercial ServicesCommercial Services BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Corridor Pharmaceuticals, Inc.
![]() Corridor Pharmaceuticals, Inc. Pharmaceuticals: MajorHealth Technology Corridor Pharmaceuticals, Inc. develops and manufactures biopharmaceutical products. The company was founded on February 1, 2008 and is headquartered in Lutherville, MD | Pharmaceuticals: Major | Director/Board Member | |
Adheron Therapeutics, Inc.
![]() Adheron Therapeutics, Inc. BiotechnologyHealth Technology Adheron Therapeutics, Inc. discovers and develops therapeutic drugs. The firm offers Cadherin-11 antagonists for the treatment of rheumatoid arthritis and fibrotic diseases including pulmonary fibrosis and skin fibrosis. The company was founded by David Lee, Michael B. Brenner, and David L. Castaldi in 2006 and is headquartered in Berkeley, CA. | Biotechnology | Director/Board Member | |
Stax LLC
![]() Stax LLC Miscellaneous Commercial ServicesCommercial Services Stax, Inc. provides strategy analysis and consulting services. It offers corporate strategy, incremental profit improvement, channel and digital strategy, merger and acquisition/commercial due diligence and multi-country engagement advisory services. The firm creates new companies and joint ventures in agriculture, consumer/retail, education, energy, transportation, financial services, and healthcare industries. The company was founded by Raphael N. Musher in 1994 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Ute Energy Corp.
![]() Ute Energy Corp. Integrated OilEnergy Minerals Ute Energy Corp. operates as a independent oil and natural gas company. It engages in the exploration, development, production and acquisition of oil and natural gas reserves with a primary focus on acquiring and developing oil reserves in the Uinta Basin in Utah. The company was founded on April 15, 2008 and is headquartered in Denver, CO. | Integrated Oil | General Counsel |
Statistics
International
United States | 46 |
Australia | 2 |
Hong Kong | 2 |
Sectoral
Finance | 19 |
Consumer Services | 12 |
Commercial Services | 7 |
Health Technology | 5 |
Miscellaneous | 3 |
Operational
Director/Board Member | 169 |
Corporate Officer/Principal | 161 |
Undergraduate Degree | 94 |
Masters Business Admin | 41 |
Analyst-Equity | 37 |
Most connected contacts
Insiders | |
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Kenneth Frank | 25 |
Eric Baum | 21 |
H. Dallas | 19 |
Raymond Schinazi | 19 |
Michael Yehuda Mashaal | 18 |
Patrick Sugrue | 17 |
Aida Levitan | 16 |
James B. Williams | 16 |
Lewis McKay Johnson | 16 |
Joseph Blanco | 15 |
Thomas J. Lawley | 15 |
Chilton Varner | 13 |
Seth Platt | 12 |
Jennifer Davis | 11 |
Matthew Wilson | 11 |
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