Robert Scott Kaplan

Portfolio Manager-Equities at

Jackson Hole Capital Partners LLC

Consumer Services

Finance

Commercial Services

Profile

Mr. Robert S.
Kaplan is a Managing Partner at Jackson Hole Capital Partners LLC.
He began his career in 1988 in the financial services practice of Ernst & Whinney (which is today EY).
He moved into asset management in 1996, when he joined Worms & Cie a multi-family office that had commercialized its investment success and transformed into Permal Group.
Mr. Kaplan graduated from the State University of New York at Albany with a degree in Accounting and earned his MBA at Columbia University with Honors.

Robert Scott Kaplan active positions

Companies	Position	Start
Jackson Hole Capital Partners LLC Jackson Hole Capital Partners LLC Investment ManagersFinance Jackson Hole Capital provides independent asset management services by leveraging institutional investment management platforms to develop investment strategies by selecting their own securities as well as occasionally selecting external investment managers and products where appropriate.	Portfolio Manager-Equities	2020-11-30

All active positions of Robert Scott Kaplan

Former positions of Robert Scott Kaplan

Companies	Position	End
EnTrust Global EnTrust Global Investment ManagersFinance EnTrust Global allocates client assets among third party managers that employ various strategies and that can invest or trade in a wide variety of securities and other instruments, including, but not limited to, equities and fixed income securities, currencies, commodities, futures contracts, options, and other derivative instruments. The firm seeks to select individual managers that offer a variety of skills to further balance the funds’ investment portfolios and to provide for the preservation of capital while maximizing opportunities for growth.	Chief Investment Officer	2016-04-30
Ernst & Young LLP (Missouri) Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Provides accounting, audit, tax and business consulting services	Comptroller/Controller/Auditor	-

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Linked companies

Private companies	5
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Ernst & Young LLP (Missouri) Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Provides accounting, audit, tax and business consulting services	Commercial Services
EnTrust Global EnTrust Global Investment ManagersFinance EnTrust Global allocates client assets among third party managers that employ various strategies and that can invest or trade in a wide variety of securities and other instruments, including, but not limited to, equities and fixed income securities, currencies, commodities, futures contracts, options, and other derivative instruments. The firm seeks to select individual managers that offer a variety of skills to further balance the funds’ investment portfolios and to provide for the preservation of capital while maximizing opportunities for growth.	Finance
The State University of New York The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Jackson Hole Capital Partners LLC Jackson Hole Capital Partners LLC Investment ManagersFinance Jackson Hole Capital provides independent asset management services by leveraging institutional investment management platforms to develop investment strategies by selecting their own securities as well as occasionally selecting external investment managers and products where appropriate.	Finance