Jim Kaplan
Chief Executive Officer at KB Financial Partners LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| William Damora | M | - |
KB Financial Cos LLC
 KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022.
KB Financial Partners LLC
 KB Financial Partners LLC Investment ManagersFinance KB Financial Partners LLC is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by James Kaplan in 2009 and they are wholly-owned by KB Financial Companies LLC. KB Financial Partners offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 8 years |
| Mark I. Massad | M | 66 |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | 8 years |
| Matthew J. Rozzi | M | 53 |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | - |
| Steven Joseph Turi | M | - |
KB Financial Partners LLC
KB Financial Partners LLC Investment ManagersFinance KB Financial Partners LLC is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by James Kaplan in 2009 and they are wholly-owned by KB Financial Companies LLC. KB Financial Partners offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | - |
| Rip Mason | M | - |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Mike Sutter | M | - |
Lehigh University
| 9 years |
| Julie Shimer | M | 71 |
Lehigh University
| 4 years |
| Timothy Wilmott | M | 66 |
Lehigh University
| 5 years |
| Hyo Sang Lee | M | - |
Lehigh University
| 5 years |
| Bradley W. Harris | M | 64 |
Lehigh University
| 4 years |
| Steve Conrad | M | - |
Lehigh University
| 4 years |
| Gregg Novek | M | - |
Lehigh University
| 4 years |
| Brett Marvin | M | - |
Lehigh University
| 4 years |
| Daniel M. Levinson | M | - |
Lehigh University
| 4 years |
| Chaipatr Srivisarvacha | M | 64 |
Lehigh University
| 3 years |
| Mark W. Lunden | M | - |
Lehigh University
| 4 years |
| Peter Hopper | M | - |
Lehigh University
| 4 years |
| Philip Shih | M | - |
Lehigh University
| 4 years |
| John Robert Chrin | M | 61 |
Lehigh University
| 4 years |
| Todd Scallan | M | - |
Lehigh University
| 4 years |
| Bill Hoffmann | M | - |
Lehigh University
| 2 years |
| John V. Veech | M | 65 |
Lehigh University
| 4 years |
| Dik Blewitt | M | 61 |
Lehigh University
| 4 years |
| John Maloney | M | - |
Lehigh University
| 4 years |
| Jay Alan Painter | M | - |
Lehigh University
| - |
| James Maida | M | 62 |
Lehigh University
| 4 years |
| Khaled Abdulaziz Dakheel Al-Usaimi | M | - |
Lehigh University
| 4 years |
| Chih Chen | M | 70 |
Lehigh University
| 3 years |
| Blake Morris | M | - |
Lehigh University
| 4 years |
| Michael Lloyd Reger | M | 60 |
Lehigh University
| 4 years |
| David Fox | M | - |
Lehigh University
| 4 years |
| Joseph John Macellara | M | - |
Lehigh University
| 4 years |
| Peter DeMaria | M | 62 |
Lehigh University
| 4 years |
| Todd Freeman | M | - |
Lehigh University
| 4 years |
| Stuart Lerner | M | - |
Lehigh University
| 4 years |
| Monique Shivanandan | F | 60 |
Lehigh University
| 4 years |
| Theodore J. Werth | M | - |
Lehigh University
| 4 years |
| John Keith Schneider | M | - |
Lehigh University
| 4 years |
| Gary J. Soultanian | M | - |
Lehigh University
| 4 years |
| John D. Layton | M | - |
Lehigh University
| 4 years |
| Abby C. Shulman | F | - |
Lehigh University
| 4 years |
| Thomas Durels | M | 62 |
Lehigh University
| 4 years |
| Bob Chase | M | - |
Lehigh University
| 4 years |
| Thomas J. Green | M | - |
Lehigh University
| 4 years |
| Shawn A. Abrams | M | - |
Lehigh University
| 4 years |
| Robert Hughes | M | - |
Lehigh University
| 4 years |
| Mark Roberts | M | 61 |
Lehigh University
| 4 years |
| Nathan J. Beil | M | - |
Lehigh University
| 4 years |
| Jack D. Gay | M | - |
Lehigh University
| 4 years |
| Jay Lown | M | 60 |
Lehigh University
| 4 years |
| David Burke | M | - |
Lehigh University
| 4 years |
| David S. Bowen | M | - |
Lehigh University
| 4 years |
| Andrew Cagnetta | M | 58 |
Lehigh University
| 4 years |
| Mark Ernest Kennedy | M | 66 |
Lehigh University
| 4 years |
| Deborah A. McCullough | F | 67 |
Lehigh University
| 2 years |
| Christopher S. Beck | M | 67 |
Lehigh University
| 1 years |
| Claud Davis | M | - |
Lehigh University
| 4 years |
| Stephen John Taddei | M | - |
Lehigh University
| 4 years |
| Stuart Ryan | M | 65 |
Lehigh University
| 4 years |
| Barry S. Rosenstein | M | 65 |
Lehigh University
| 4 years |
| Walter K. Giles | M | - |
Lehigh University
| 4 years |
| Ronald Zibelli | M | - |
Lehigh University
| 4 years |
| Salvatore Guccione | M | 61 |
Lehigh University
| 4 years |
| Donald Rober Bessler | M | - |
Lehigh University
| 4 years |
| Gregory H. Ekizian | M | 60 |
Lehigh University
| 4 years |
| Bill Healey | M | - |
Lehigh University
| 4 years |
| F. Rhodes | M | 66 |
Lehigh University
| 2 years |
| Michael Levin | M | 58 |
Lehigh University
| 4 years |
| Edward B. Jordan | M | - |
Lehigh University
| 4 years |
| Michael Hilton | M | 69 |
Lehigh University
| 2 years |
| Christopher John Fraleigh | M | 60 |
Lehigh University
| 4 years |
| Thomas Bartlett | M | 66 |
Lehigh University
| 4 years |
| John McClain | M | 63 |
Lehigh University
| 4 years |
| John McGlade | M | 70 |
Lehigh University
| 2 years |
| Peter Schreck | M | 60 |
Lehigh University
| 4 years |
| Robert J. Martorana | M | 61 |
Lehigh University
| 4 years |
| Andrew Conway | M | - |
Lehigh University
| 4 years |
| Craig Harris Solomon | M | - |
Lehigh University
| 4 years |
| Jack Baron | M | - |
Lehigh University
| 5 years |
| John Bolduc | M | 59 |
Lehigh University
| 4 years |
| William Shawn Brennan | M | 61 |
Lehigh University
| 4 years |
| Paul Detwiler | M | 65 |
Lehigh University
| 4 years |
| Joseph M. Pietrantonio | M | 65 |
Lehigh University
| 4 years |
| Thomas J. Ward | M | 65 |
Lehigh University
| 4 years |
| Bruce C. Hargus | M | 73 |
Lehigh University
| 2 years |
| Alton D. Romig | M | 70 |
Lehigh University
| 3 years |
| Richard Kent | M | - |
Lehigh University
| 4 years |
| Bruce E. Deutsch | M | - |
Lehigh University
| 4 years |
| Bill Joseph Amelio | M | 66 |
Lehigh University
| 4 years |
| David James Watson | M | - |
Lehigh University
| 4 years |
| Jeffrey F. Brotman | M | 60 |
Lehigh University
| 4 years |
| John J. Incandela | M | 63 |
Lehigh University
| 4 years |
| Ann Murtlow | F | 63 |
Lehigh University
| 4 years |
| Robert O'Shaughnessy | M | 58 |
Lehigh University
| 4 years |
| Thomas Campbell | M | 65 |
Lehigh University
| 4 years |
| Keith Chan | M | - |
Lehigh University
| 4 years |
| Scott A. Edwards | M | - |
Lehigh University
| 4 years |
| Robert S. Thornton | M | - |
Lehigh University
| 4 years |
| Whitney H. Reid | M | - |
Lehigh University
| 4 years |
| Sue Baggott | F | - |
Lehigh University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jim Kaplan
- Personal Network
