Marshall Kaplan
Head of Fundamental Equity Advisors Team
Marshall Kaplan
Head of Fundamental Equity Advisors Team

Marshall Kaplan

Head of Fundamental Equity Advisors Team

 
 
Background
Marshall Kaplan is a Managing Director at Morgan Stanley Investment Management. He has 34 years of investment industry experience and currently manages the Fundamental All-Cap Equity portfolios and the Fundamental Small/Mid-Cap Strategy for Fundamental Equity Advisors, formed in October 2010. Previously, he worked in Morgan Stanley’s Portfolio Strategy and Research Group and managed the Equity Model Portfolio team. Marshall joined a predecessor firm in 1983 as a Portfolio Analyst. Subsequently, he created and managed that firm’s Equity High Net Worth and Portfolio Management programs and served on its Global Investment Committee and Global Portfolio Committee. Prior to joining the predecessor firm, he spent two years as a paper and forest products analyst at an institutional research firm. Marshall graduated from Baruch College with a B.B.A. in finance and investments and earned an MBA in corporate financial management from the Lubin School of Business at Pace University.
 
 

Team members may change from time to time.

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