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Allison Kaplan

Managing Director

Arlington, VA

Work:
Employment History of Allison Kaplan

Pathstone Family Office

Managing Director


Convergent Wealth Advisors

Consulting Analyst


Convergent Wealth Advisors

Associate Director, Investment Strategy Group


Pathstone Family Office

Director


Convergent Wealth Advisors

Innovation and Technology Group Associate


Convergent Wealth Advisors

Associate Director, Portfolio Analysis Group


Convergent Wealth Advisors

Director, Investment Strategy Group

Schools:
Schools Attended by Allison Kaplan

American University

Related:
Others that have worked at the same companies

Vice President of Portfolio and Wealth Advisory at convergentwealth.com