Alan J. Kaplan
Alan J. Kaplan
Title
Founder & Chief Executive Officer
Firm
Kaplan Partners
Office Address
1220 Medford Road
Wynnewood, Pennsylvania, 19096
United States
Wynnewood, Pennsylvania, 19096
United States
Industry Specialties
Banking | Finance
Generalist
Insurance
Private Equity | Venture Capital
Functional Specialties
Business Development
General Management/CEO/COO
Leadership Advisory
Human Resources
Finance and Accounting/CFO
Board of Directors
Services
Assessment
Board Advisory
Executive Search
Leadership Development
Succession Planning
Talent Mapping
Board Advisory
Executive Search
Leadership Development
Succession Planning
Talent Mapping
About Mr. Kaplan
Alan is a national expert in leadership succession, corporate governance, and talent management across the financial services, private equity, and middle-market sectors. He has over 30 years of leadership assessment and executive search experience, after an initial career in corporate banking with two leading Philadelphia institutions. He has successfully led hundreds of CEO, board member, and financial officer succession assignments. Alan has been instrumental in helping client organizations elevate their corporate governance through both board assessment and board succession projects.
Alan holds an economics degree from The Pennsylvania State University, and an MBA in finance from Temple University. He currently serves on the board of directors of the Greater Philadelphia Chamber of Commerce. Alan is a Certified Director and Board Leadership Fellow of the National Association of Corporate Directors and sits on the board of directors of NACD Philadelphia. Alan is also a board member of Clarifi, an organization helping to support community members with financial resilience and literacy. He recently served as a Global Board Member of the Association of Executive Search and Leadership Consultants, the industry’s leading education and advocacy organization, and was the recipient of the association’s Award of Excellence in 2022. He is member of the board of advisors of the Fischer-Shain Center for Financial Services at Temple University’s Fox School of Business. Alan previously was an Advisory Director of Penn Liberty Bank prior to its sale to WSFS Bank, and was well known for 16 years as a weekly business commentator on talent and career issues on KYW News Radio 1060 in Philadelphia. He is a regular columnist for Bank Director Magazine and other publications, as well as a frequent speaker and author for business and financial services organizations nationwide.