Pete Kaplan, CFA

Principal, Structured Products

ABOUT

  • Babson College, M.B.A.
  • University of Massachusetts, B.S.

Pete joined Merganser in 1986. He is co-head of our structured products team and a portfolio manager for our shorter duration strategies in addition to his coverage of ABS and Agency RMBS.

Pete holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.