Bennett Kaplan has over 25 years of experience in the field of investment management systems for institutional and private client investors, having served in a variety of capacities including senior manager of the investment technology and investment operations staffs at several major investment organizations. He has specific, hands-on experience selecting, implementing and integrating portfolio accounting, trade order management, enterprise data management, performance measurement, and reporting platforms. Bennett has a comprehensive knowledge of investment accounting and data management solutions, extensive project life-cycle planning experience, and a proven track record of delivering investment systems projects. Bennett has led numerous investment operations and system assessments, strategic systems and data architecture planning, and industry-best practice re-engineering initiatives. He has presented at various investment operations, investment technology, and data management conferences, as well as the Financial Technology Forum (FTF), and is a contributing author of The Handbook of Electronic Trading.
Bennett has a BS in Management Information Systems from the State University of New York at Buffalo and an MBA in Finance from Northeastern University.