Palmetto Bay, FL -- (SBWire) -- 06/29/2017 --"Jared is a seasoned and respected member of the financial industry. He will be an outstanding asset to our Board of Trustees, and we look forward to his contributions as we embark on the new school year," stated Michael Baiamonte, Chairman of the Board of Trustees.
With over 15 years of experience in the financial services industry, Kaplan has worked for Lehman Brothers and Merrill Lynch, and joined UBS Financial Services Inc. in 2006. His team provides institutional-level consulting to affluent families and individuals who have had a liquidity event, typically the sale of a privately owned business.
Kaplan's areas of technical expertise include due diligence of traditional and alternative asset classes, creating structured investment vehicles, as well as addressing concentrated wealth and taxation issues. Since joining his current firm, Kaplan undertook advanced training on the wealth management needs of sophisticated investors and earned the designation of Private Wealth Advisor.
He is also a member of the UBS President's Council, a distinction awarded to the firm's top Financial Advisors in the country. His work has also been recognized by the industry and he was named one of Barron's "Top 1,000" Financial Advisors multiple times in his career.
He received an M.B.A. from the University of Miami and a Bachelor of Arts degree in international business from Eckerd College.
About Palmer Trinity School:
Palmer Trinity School—a coeducational, Episcopal day school—is dedicated to promoting academic excellence that integrates knowledge, compassion, global citizenship, and social responsibility. Providing a supportive environment, Palmer Trinity School serves students from a broad range of socio-economic, ethnic, and religious backgrounds in grades 6-12. For more information about the school, visit www.palmertrinity.org. To follow Palmer Trinity School on Facebook, click here
