Profile
Scott D.
Kaplan worked as an Associate Director at UBS AG (New York) and as the Chief Financial Officer at Sagent Advisors LLC from 2013 to 2014.
He earned an MBA from the University of California, Los Angeles in 2001 and an undergraduate degree from Pepperdine University in 1995.
Former positions of Scott D. Kaplan
| Companies | Position | End |
|---|---|---|
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | - |
Sagent Advisors LLC
 Sagent Advisors LLC Investment ManagersFinance Sagent Advisors LLC provides strategic and financial advisory services. It offers financial advice on mergers, acquisitions, sales, divestitures, and private capital solutions. The company was founded by Herald L. Ritch and Joel J. Cohen in 2004 and is headquartered in New York, NY. | Director of Finance/CFO | 14/05/2014 |
Training of Scott D. Kaplan
| Pepperdine University | Undergraduate Degree |
| University of California, Los Angeles | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Sagent Advisors LLC
Sagent Advisors LLC Investment ManagersFinance Sagent Advisors LLC provides strategic and financial advisory services. It offers financial advice on mergers, acquisitions, sales, divestitures, and private capital solutions. The company was founded by Herald L. Ritch and Joel J. Cohen in 2004 and is headquartered in New York, NY. | Finance |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
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