Justin Kaplan, CFA

Investment Specialist

Justin Kaplan Photo

Mr. Kaplan serves as an investment specialist at Penn Mutual Asset Management. Justin is responsible for identifying investment opportunities and conducting due diligence in support of the alternative assets portfolio. 

In 2011, Justin joined Penn Mutual where he held roles in financial reporting and investment accounting, most recently managing derivative and alternative asset accounting. Prior to joining Penn Mutual, Justin managed healthcare reporting and analysis at AmeriHealth Administrators. Justin also has experience as a senior financial analyst for ING Wealth Management.

Justin earned a Bachelor of Arts degree in Economics from the University of Colorado and a Master of Business Administration degree in Financial Management from Temple University. Justin has been a Chartered Financial Analyst (CFA) Charterholder since 2013.

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