Peter Kaplan, CFA

Structured Products, Portfolio Manager & Principal


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

Peter joined Merganser in 1986. He is the head of our structured products team and a portfolio manager for our shorter-duration strategies. Peter 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.

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