Pete Kaplan, CFA
Principal, Structured Products
ABOUT
- Babson College, M.B.A.
- University of Massachusetts, B.S.
Pete joined Merganser in 1986. He is the head of our structured products team and a portfolio manager for our shorter-duration strategies. Pete is widely acknowledged as a pioneer investor in the ABS market and regularly participates on industry panels and oversight committees as a subject matter expert.
Pete holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.