Over his 19-year tenure as a program manager, Andrew Kaplan has played a critical role in each of his bank's 11 acquisitions, eight of which had existing programs where broker-dealer conversions followed. Kaplan's top priority through all of this has been maintaining a strong alignment between the bank and its investment program.


Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access