Jim Kaplan
Chief Executive Officer at Cubic Asset Management LLC
Network origin in Jim Kaplan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Boston University
402
| College/University | Other Consumer Services | 402 |
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts.
99
| Extinct | Investment Managers | 99 |
University of Maryland
88
| College/University | Other Consumer Services | 88 |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses
74
| College/University | Other Consumer Services | 74 |
Cubic Asset Management LLC
 Cubic Asset Management LLC Investment ManagersFinance Cubic Asset Management LLC is an independent registered investment advisor and wealth manager headquartered in Boston, Massachusetts. It was founded by James “Jim” Kaplan in 2007. The firm offers discretionary and non-discretionary separate account management to endowments, foundations, retirement plans and high net-worth individuals. They also participate in a single wrap fee program for which they manage a single account as sub-advisor.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jim Kaplan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| C.R. BARD | Medical Specialties | Corporate Officer/Principal Corporate Officer/Principal | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Head-Equity Investments Analyst-Equity Director of Finance/CFO Portfolio Manager-Equities | |
| MONRO, INC. | Specialty Stores | Director/Board Member | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
Aames Financial Corp.
 Aames Financial Corp. Finance/Rental/LeasingFinance Aames Financial Corp. provides banking and other financial services. The company offers residential mortgage equity loans through both wholesale and retail channels. It has offices in Florida, Georgia, Maryland, Massachusetts, Missouri, and New Jersey. The company was founded in 1954 and is headquartered in Los Angeles, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Wilen Investment Management Corp.
 Wilen Investment Management Corp. Investment ManagersFinance Wilen Investment Management Corp. (WIM) is an independent registered investment adviser headquartered in Bonita Springs, Florida. The firm was founded by James R. Wilen in 1984. WIM . provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, charitable institutions, foundations, endowments, private investment funds, trust programs, and other US and international institutions. | Investment Managers | Chief Executive Officer | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Corporate Officer/Principal Analyst-Equity Portfolio Manager-Fixed Income | |
| BAHRAIN KUWAIT INSURANCE COMPANY B.S.C. | Insurance Brokers/Services | Chairman | |
| Emergency Medical Systems, Inc. | Corporate Officer/Principal | ||
| ZINCO DO BRASIL, INC. | Other Metals/Minerals | Director/Board Member Chairman | |
| KT CORPORATION | Major Telecommunications | Chief Executive Officer | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| ARAB INSURANCE GROUP (B.S.C.) | Insurance Brokers/Services | Chief Executive Officer | |
Weil, Gotshal & Manges LLP
 Weil, Gotshal & Manges LLP Miscellaneous Commercial ServicesCommercial Services Weil, Gotshal & Manges provides its clients with legal services. The firm offers services to areas including consumer, financial, government and non-profit, health care, industrial, and technology. The company was founded by Claude Serra in 1931 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Ballard Spahr LLP
 Ballard Spahr LLP Miscellaneous Commercial ServicesCommercial Services Ballard Spahr LLP provides legal services. It also provides counsel in litigation, business and finance, real estate, intellectual property, and public finance. The company was founded in 1885 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| McGill University | College/University | Undergraduate Degree | |
| ARAB JORDANIAN INSURANCE GROUP | Multi-Line Insurance | Director/Board Member | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Corporate Officer/Principal Doctorate Degree | |
| Bentley University | College/University | Masters Business Admin Graduate Degree | |
| Syracuse University | College/University | Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree Corporate Officer/Principal | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Seoul National University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Director/Board Member | ||
Massachusetts Bar Association
 Massachusetts Bar Association Miscellaneous Commercial ServicesCommercial Services The Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence, and respect for the law. The MBA is based in Boston, MA. The organization offers various membership advantages, volunteer opportunities, and educational resources such as CLE programs, practicing with professionalism courses, and publications like the ejournal and Lawyers Journal. The MBA also provides advocacy services, public resources, and exclusive benefits to its members such as the Lawyer Referral Service, Insurance Agency, and MBA On Demand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Maryland State Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| Federation of Afro-Asian Insurers & Reinsurers | Director/Board Member | ||
| University of Puget Sound | College/University | Undergraduate Degree | |
Takaful Re Ltd.
 Takaful Re Ltd. Specialty InsuranceFinance Takaful Re Ltd. engages in Retakaful products and services. Its products include General Retakaful, Family Retakaful and Group Medical Retakaful. The firm’s services include underwriting support and training, risk management and product development. The company was founded on October 11, 2005 and is headquartered in Dubai, United Arab Emirates. | Specialty Insurance | Director/Board Member | |
Arig Capital Ltd.
 Arig Capital Ltd. Multi-Line InsuranceFinance Part of Arab Insurance Group BSC, Arig Capital Ltd. provides insurance services. The company is based in London, UK and was founded in 2010. | Multi-Line Insurance | Chairman | |
Arima Insurance Software
 Arima Insurance Software Managed Health CareHealth Services Part of BSynchro SAL, Arima Insurance Software provides insurance systems services. The company is based in Manama, Bahrain. Arima Insurance Software was acquired by BSynchro SAL from Arab Insurance Group BSC on January 31, 2014 for $1.25 million. | Managed Health Care | Director/Board Member | |
| ENSSOLUTIONS GROUP INC. | Chemicals: Specialty | President | |
| University of North Alabama | College/University | Undergraduate Degree | |
Healthwise, Inc.
 Healthwise, Inc. Medical/Nursing ServicesHealth Services Healthwise is focused on one thing-developing consumer health content to help people make health decisions that are right for them. Its writers, editors, and reviewers know that if consumer health content doesn't help a person make a better decision. It was founded in 1975. It is stable. It stands on its history and reputation. It both serves and leads. It helps its clients achieve their current goals, and it sets them up well for the future. | Medical/Nursing Services | Chief Tech/Sci/R&D Officer | |
The District of Columbia Bar
 The District of Columbia Bar Miscellaneous Commercial ServicesCommercial Services The District of Columbia Bar provides legal services. The private company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Specific Council For Vocational Training In The Banking | Director/Board Member | ||
| FAIR Oil & Energy Insurance Syndicate | Chairman |
Statistics
International
| United States | 34 |
| Bahrain | 7 |
| South Korea | 3 |
| Canada | 3 |
| Jordan | 2 |
Sectoral
| Finance | 18 |
| Consumer Services | 11 |
| Commercial Services | 8 |
| Health Services | 3 |
| Health Technology | 2 |
Operational
| Director/Board Member | 235 |
| Corporate Officer/Principal | 208 |
| Undergraduate Degree | 93 |
| Graduate Degree | 53 |
| Chairman | 51 |
Most connected contacts
| Insiders | |
|---|---|
| James Dale Davidson | 31 |
| Osman Durak | 22 |
| Alfredo Pastor Bodmer | 22 |
| Jeffrey H. Grammer | 22 |
| Carlos Naudon | 21 |
| Richard Michael Schaeffer | 21 |
| Cynthia A. Gómez | 21 |
| Shih-Chien Yang | 20 |
| Yasser Taki Mohammad Al-Baharna | 19 |
| Edward T. Tokar | 18 |
| Joe Healey | 17 |
| Mark Deem | 17 |
| José Antonio Solano Arroyo | 17 |
| Bruce W. Minsky | 17 |
| Joha bin Abdul Rahman | 16 |
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