Brian Kaplan

Brian Kaplan is the Managing Director at Lenox Advisors, a position he has held since July 2008. He has an extensive background in finance, having previously worked with notable firms such as J.P. Morgan, Merrill Lynch, and Ladenburg Thalmann. Kaplan specializes in providing comprehensive financial strategies for both corporate clients and high-net-worth individuals, focusing on employee benefits, estate planning, and wealth management.123

He earned a Bachelor's degree in Economics from Fairleigh Dickinson University, graduating in 2003, and completed his high school education at Hicksville High School in 1999.1 Kaplan is also a certified financial planner (CFP) and holds FINRA Series 6 and 63 registrations, which qualify him to manage investment products and variable contracts.23

Kaplan's expertise includes areas such as Credit Derivative Trading and Interest Rate Swap Trading, making him a valuable asset in navigating complex financial instruments and market trends. His professional accomplishments have earned him recognition as a Forbes Best In State Advisor, highlighting his standing in the financial advisory community.4

Currently based in New York, Kaplan has established a reputation for his analytical skills and problem-solving abilities within the finance sector.1