Jefferies
Greg Kaplan, CFA, is an experienced finance professional currently serving as the Global Head of Fixed Income Portfolio Management at Jefferies since September 2022. Previously, Kaplan held the position of Director of Fixed Income at City National Bank from January 2015 to February 2022, and prior to that, spent a decade at City National Bank in various roles including Managing Director - Tax Exempt Fixed Income and Senior Vice President. Earlier experience includes serving as a Portfolio Manager at Robertson Stephens and Mentor Investment Group, as well as an Assistant Vice President at NationsBank. Kaplan began his career at Prudential Insurance as a Financial Reviewer. Educationally, Kaplan holds a Bachelor of Science in Finance from Rutgers University and an MBA in Finance from Virginia Tech's Pamplin College of Business.
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Jefferies
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Jefferies, the global investment banking firm, has served companies and investors for 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.