Portfolio Consultant – Ingalls & Snyder

Marshall Kaplan

Marshall is a Senior Vice President at Ingalls & Snyder. He has over 38 years of investment industry experience and manages the Fundamental All-Cap Equity portfolios and the Fundamental Small/Mid-Cap Strategy for Fundamental Equity Advisors (FEA). FEA is an investment management team formed in October 2010 at Morgan Stanley, which joined Ingalls & Snyder in 2018.

 

Previously, Marshall worked in Morgan Stanley’s Portfolio Strategy and Research Group and managed the Equity Model Portfolio team. Marshall joined Smith Barney in 1983 as a Portfolio Analyst. Subsequently, he created and managed that firm’s Equity High Net Worth and Portfolio Management programs and served on its Global Investment Committee and Global Portfolio Committee. Prior to Smith Barney, Marshall spent two years as a paper and forest products analyst at an institutional research firm. Marshall graduated from Baruch College with a B.B.A. in finance and investments and earned an MBA in corporate financial management from the Lubin School of Business at Pace University.

Fundamental Equity Advisors seek to identify undervalued equities using a rigorous fundamental approach to stock selection. They look for companies with strong free cash flow, attractive valuations, profit margin expansion opportunities, strong management and changing internal dynamics. The team has more than 70 years of combined investment experience and an established track record of managing equity portfolios for over 12 years.