Lincoln Financial Group
Justin Kaplan, CFA, currently serves as Vice President & Managing Director of Alternative Investments at Lincoln Financial, a position held since May 2022. Prior to this role, Justin was an AVP and Senior Director of Alternative Investments, focusing on growth equity, venture capital, real assets, and co-investments for an insurance company's general account. From September 2014 to May 2022, Justin worked as an Investment Specialist at Penn Mutual Asset Management, LLC, engaging in similar investment areas. Previous roles include Manager of Derivative & Alternative Asset Accounting at Penn Mutual and Manager of Health Plan Reporting and Analysis at AmeriHealth Administrators. Justin's career began as a Sr. Financial Analyst at ING U.S. and an Actuarial Analyst at AmeriHealth Administrators. Justin holds an MBA in Finance from the Fox School of Business at Temple University and a Bachelor of Arts in Economics from the University of Colorado Boulder.
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Lincoln Financial Group
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Headquartered in the Philadelphia region, Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas — life insurance, annuities, retirement plan services, and group protection — our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by over 9,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.