Samuel Kaplan, CFA

Samuel Kaplan, CFA

Jennison Associates Managing Director, Portfolio Manager

Sam Kaplan is a fixed income rates and securitized portfolio manager. He is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison’s yield curve decisions. Based in Boston, Sam joined the firm in 2008 as a fixed income trader before assuming his current role as a portfolio manager in 2016. 

Previously, he was a salesperson with Lehman Brothers in their interest rate product division. 

Sam earned a BS in economics from The Wharton School at the University of Pennsylvania. Sam is a CFA charterholder.