Dan Kaplan, CFA

Dan Kaplan, CFA has extensive work experience in the finance industry. Dan has worked as a Director of Research at Atlas Grove Partners since November 2021. Prior to that, from June 2019 to February 2021, they served as the Lead Analyst/Portfolio Manager for the FPA Capital Fund at FPA (First Pacific Advisors). During their tenure at FPA, Dan effectively covered multiple industries and repositioned the portfolio to achieve predictable earnings and control risk.

Before joining FPA, Dan worked at Akanthos Capital Management as a Senior Investment/Credit Analyst and Trader from July 2005 to January 2019. At Akanthos, they achieved remarkable returns and generated investment ideas in various sectors, utilizing in-depth company and industry analysis, financial modeling, and risk assessment.

Dan began their career at Deutsche Bank as an Associate in Equity Research from August 2001 to September 2003. Dan then worked as a Financial Analyst in Investment Banking at Deutsche Banc Alex. Brown from July 1999 to July 2001, where they recommended and executed corporate finance and M&A transactions.

Overall, Dan Kaplan's work experience showcases their expertise in research, portfolio management, investment analysis, and corporate finance across multiple sectors in the finance industry.

Dan Kaplan, CFA obtained their Bachelor's Degree in Economics from Caltech, where they attended from 1995 to 1999. Dan later pursued higher education at Northwestern University - Kellogg School of Management, earning a Master of Business Administration (M.B.A.) specializing in Finance, Accounting, Management, and Strategy from 2003 to 2005. In 2007, they obtained the CFA certification from the CFA Institute.