Howard Kaplan, MBA, CIMA®, AIF®

Senior Vice President/Investments

Howard brings more than 27 years of experience to the group, where he specializes in wealth management strategies. He joined the family partnership in 1999 after nine years at Fifth Third Bank.

Howard holds Series 7 and 63 licenses as well as the Certified Investment Management Analyst® (CIMA®) designation through the Investment Management Consulting Association and the Accredited Investment Fiduciary® (AIF®) designation.

Howard earned his undergraduate degree from Indiana University and his M.B.A. from Xavier University.

Howard currently serves on the board of the Cincinnati Chamber Alumni Network, Wise Temple, Bake Me Home Committee, and JVS Career Services. He is also on the Investment Committee for the Greater Cincinnati Foundation, Wise Temple, and Education Theatre Association. Howard participates in two roundtables through the Goering Center and Stifel.

Howard’s wife, Stephanie, is a dentist with a family practice in Mt. Lookout. They have two daughters who enjoy participating in mock trial and volunteering in the community. Howard enjoys working out, attending various sporting events, and reading.

Phone (513) 794-0305
Fax (513) 794-0201