Jim Kaplan
Director Ejecutivo en KB Financial Partners LLC .
Relaciones activas
| Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
|---|---|---|---|---|
| William Damora | M | - |
KB Financial Cos LLC
 KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022.
KB Financial Partners LLC
 KB Financial Partners LLC Investment ManagersFinance KB Financial Partners LLC is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by James Kaplan in 2009 and they are wholly-owned by KB Financial Companies LLC. KB Financial Partners offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 8 años |
| Mark I. Massad | M | 66 |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | 8 años |
| Matthew J. Rozzi | M | 53 |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | - |
| Steven Joseph Turi | M | - |
KB Financial Partners LLC
KB Financial Partners LLC Investment ManagersFinance KB Financial Partners LLC is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by James Kaplan in 2009 and they are wholly-owned by KB Financial Companies LLC. KB Financial Partners offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | - |
| Rip Mason | M | - |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | - |
Gráfico relacional
Relaciones con varias empresas
Antiguas relaciones
| Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
|---|---|---|---|---|
| Mike Sutter | M | - |
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| Brett Marvin | M | - |
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| Chaipatr Srivisarvacha | M | 64 |
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| 3 años |
| Mark W. Lunden | M | - |
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| 4 años |
| Peter Hopper | M | - |
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| Philip Shih | M | - |
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| 4 años |
| John Robert Chrin | M | 61 |
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| 4 años |
| Todd Scallan | M | - |
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| 4 años |
| Bill Hoffmann | M | - |
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| John V. Veech | M | 65 |
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| 4 años |
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| Jay Alan Painter | M | - |
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| James Maida | M | 62 |
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| Khaled Abdulaziz Dakheel Al-Usaimi | M | - |
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| Chih Chen | M | 70 |
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| Michael Lloyd Reger | M | 60 |
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| David Fox | M | - |
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| John Keith Schneider | M | - |
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| Gary J. Soultanian | M | - |
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| 4 años |
| John D. Layton | M | - |
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| Abby C. Shulman | F | - |
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| 4 años |
| Thomas Durels | M | 62 |
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| 4 años |
| Bob Chase | M | - |
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| 4 años |
| Thomas J. Green | M | - |
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| 4 años |
| Shawn A. Abrams | M | - |
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| Robert Hughes | M | - |
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| 4 años |
| Mark Roberts | M | 61 |
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| 4 años |
| Nathan J. Beil | M | - |
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| Jack D. Gay | M | - |
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| 4 años |
| Jay Lown | M | 60 |
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| 4 años |
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| 4 años |
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| Barry S. Rosenstein | M | 65 |
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| 4 años |
| Walter K. Giles | M | - |
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| 4 años |
| Ronald Zibelli | M | - |
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| Salvatore Guccione | M | 61 |
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| 4 años |
| Donald Rober Bessler | M | - |
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| 4 años |
| Gregory H. Ekizian | M | 60 |
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| 4 años |
| Bill Healey | M | - |
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| 4 años |
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| Thomas Bartlett | M | 66 |
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| John McClain | M | 63 |
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| 4 años |
| John McGlade | M | 70 |
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| 2 años |
| Peter Schreck | M | 60 |
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| 4 años |
| Robert J. Martorana | M | 61 |
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| 4 años |
| Andrew Conway | M | - |
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| 4 años |
| Craig Harris Solomon | M | - |
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| 4 años |
| Jack Baron | M | - |
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| 5 años |
| John Bolduc | M | 59 |
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| Thomas J. Ward | M | 65 |
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| 4 años |
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| 3 años |
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| Jeffrey F. Brotman | M | 60 |
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| Scott A. Edwards | M | - |
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| Robert S. Thornton | M | - |
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| Whitney H. Reid | M | - |
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| Sue Baggott | F | - |
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Estadísticas
| País | Relaciones | % del total |
|---|---|---|
| Estados Unidos | 100 | 100.00% |
Antigüedad de la relación
Activas
Pasados
Hombre
Mujer
Administradores
Ejecutivos
Origen de las relaciones
- Bolsa de valores
- Insiders
- Jim Kaplan
- Red Personal
