Sam Kaplan
Portfolio Manager-Fixed Income at Jennison Associates LLC
Profile
Mr. Samuel B.
Kaplan, CFA, is a Managing Director & Portfolio Manager at Jennison Associates LLC.
He joined Jennison in 2008.
Before assuming his current role as a portfolio manager in 2016, he was a fixed income trader.
Prior to Jennison, Mr. Kaplan spent five years with Lehman Brothers as a salesperson in their interest rate product division.
He received a BS in economics from the Wharton School at the University of Pennsylvania.
Sam Kaplan active positions
| Companies | Position | Start |
|---|---|---|
Jennison Associates LLC
 Jennison Associates LLC Investment ManagersFinance Jennison Associates LLC is a SEC-registered investment advisor and mutual fund manager which was founded in 1969 by Spiros Segalas and six colleagues. The firm was acquired by The Prudential Insurance Company of America (PICA) in 1985. They are a subsidiary of PGIM, Inc., ultimately held by Prudential Financial, Inc. (NYSE: PRU). Headquartered in New York City, Jennison Associates provides portfolio management services to corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities and other governmental entities, trusts, registered mutual funds and their investment managers and other financial institutions, individuals (primarily through wrap fee programs), collective and common trusts, private funds, insurance companies, sovereign funds, foreign funds such as UCITs and SICAVs, and other US and international institutions. | Portfolio Manager-Fixed Income | 2015-12-31 |
Training of Sam Kaplan
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
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Linked companies
| Private companies | 1 |
|---|---|
Jennison Associates LLC
Jennison Associates LLC Investment ManagersFinance Jennison Associates LLC is a SEC-registered investment advisor and mutual fund manager which was founded in 1969 by Spiros Segalas and six colleagues. The firm was acquired by The Prudential Insurance Company of America (PICA) in 1985. They are a subsidiary of PGIM, Inc., ultimately held by Prudential Financial, Inc. (NYSE: PRU). Headquartered in New York City, Jennison Associates provides portfolio management services to corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities and other governmental entities, trusts, registered mutual funds and their investment managers and other financial institutions, individuals (primarily through wrap fee programs), collective and common trusts, private funds, insurance companies, sovereign funds, foreign funds such as UCITs and SICAVs, and other US and international institutions. | Finance |
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