Richard S. Kaplan of GENEVA ADVISORS LLC

About Richard S. Kaplan of GENEVA ADVISORS LLC

Richard S. Kaplan is Principal at Geneva Advisors Llc and has been affiliated with Geneva Advisors Llc since January-2003.

Geneva Advisors Llc is an investment advisor that manages 7.8 BN dollars in regulatory AUM and has 97 employees, of which 63 perform investment advisory functions. The managers's latest filing has disclosed 6BN in positions, which represents 74% of the manager's regulatory AUM.

For more on Geneva Advisors Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

GENEVA ADVISORS LLC StockAlpha

-2%
Top 25%
StockAlpha 3 yr performance attributed to stock picking: -2%/yr

Co-workers of Richard S. Kaplan at GENEVA ADVISORS LLC

Name Title In Position Since
David Pierce Principal January-2003
Robert C. Bridges Principal January-2003
John P. Huber Principal January-2003
James J. Arado Principal January-2003
Thomas S. Bridges Principal January-2003
Richard K. Sheiner Principal January-2004
Amit Dhawan Principal January-2005
Christopher J. Lewis Principal July-2008
Kelly T. Goalby Principal January-2009
Michael E. Mortell Principal January-2009
Bruce L. Klein Principal January-2009
Jon S. Tyson Principal January-2010
Richard F. Judd Principal December-2009
Katherine M. Brown Principal January-2011
Kurt M. Newsom Principal, General Counsel And Chief Compliance Officer July-2011
Erin S. Dickes Principal January-2012
Kathryn L. Bergin Principal January-2012
Anil K. Thomas Principal January-2012
Daniel J. Romanoff Principal January-2012
Matthew K. Scherer Principal January-2012
Gregory L. Schroer Principal January-2012
Kenneth J. Gimbel Principal January-2012
Chad Starkovich Principal January-2013
Daniel P. Delany Principal January-2013
James L. Farrell Principal January-2013
Sean B. Dobbins Principal January-2014
Tina M. Frey Principal January-2014
Timothy S. Musial Principal January-2014
Michael S. Brady Chief Financial Officer January-2014
Eliezer J. Hernandez Principal January-2014
Gordon C. Scott Principal January-2014
Mark E. Resnik Principal February-2014
Thomas V. Bruns Principal January-2015
Michelle M. Hermann Principal January-2015
Gregg D. Anderson Principal January-2015
James A. Barasa Principal January-2015

Fundamental & Technical Factor Exposure

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Richard S. Kaplan Office Address

181 W. MADISON ST
35TH FLOOR
 CHICAGO, Illinois
 UNITED STATES, 60602-4690

Richard S. Kaplan Contact Information

Phone Number: 312-422-1720
 Fax Number: 312-578-9302
 Website:

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