Managing Director, Hedged Strategies
Joshua M. Kaplan is the Managing Director of Hedged Strategies. He is responsible for the management, selection, and monitoring of all hedge fund strategies and has 23 years of investment industry experience.
Prior to joining Ascension Investment Management in 2010, Mr. Kaplan was the Chief Investment Officer for Drexel University in Philadelphia, Pennsylvania, where he managed the investment office and the university’s endowment. Prior to that, he served as the Chief Investment Officer at Smart Financial Advisors, a multi-family office and financial advisory firm, and served in asset management roles at Lockwood Advisors and Brinker Capital.
Mr. Kaplan holds a Bachelor of Business Administration in Finance from Emory University, Atlanta, Georgia and has served on the board of directors of the Mid-Atlantic Hedge Fund Association. Mr. Kaplan was named Innovator of the Year by Institutional Investor in 2015 and twice selected as one of the 40 most influential investors under 40 by aiCIO Magazine. He is also a member of the CFA Institute and CFA Society of Philadelphia.