Jason Kaplan

Jason Kaplan is a Managing Partner at Howard Capital Management Group, LLC, based in Beverly Hills, California. In this leadership role, he oversees key investment strategies, client relationships, and firm operations, focusing on delivering tailored asset management solutions for high-net-worth individuals and institutional clients.

Kaplan specializes in portfolio management across a diverse range of asset classes, including equities, fixed income, and alternative investments, with particular expertise in structuring portfolios that balance growth objectives with risk management. His work at Howard Capital Management emphasizes fundamental investing principles and navigating market cycles through both active and passive strategies.

Prior to joining Howard Capital Management, Kaplan accumulated substantial experience in the financial services industry, holding various senior roles that strengthened his expertise in wealth management and investment advisory. He is recognized for his contributions to educational investment seminars and webinars, where he shares insights on maximizing long-term investment returns and avoiding common pitfalls in portfolio construction.