Adam S. Kaplan and Daniel E. KaplanVice President, Financial Advisor, NY Directors
Adam Kaplan and Daniel Kaplan are identical twins who serve together as a team of financial advisors in New York City. The dynamic duo has extensive market expertise from having developed their investment advisory practice at Morgan Stanley Smith Barney and Merrill Lynch, Pierce, Fenner & Smith Inc. prior to joining IHT Wealth Management. Focusing on economics and business, they both received their education from the University of Rochester and Harvard University. As Investment Advisors, Adam and Daniel have concentrated primarily on the stock and bond markets from a planning perspective utilizing a wide range of investment vehicles. At IHT, the Kaplan brothers look forward to a team collaborative approach. Their skills will help ensure that their clients have the best experience available through lifelong relationships.
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