Portfolio Consultant – Dorsey Wright & Associates

Marshall Kaplan

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., Relative Strength Analysis, and numerous other tools to analyze market data and deliver actionable insights. In 2015, Dorsey Wright was acquired by Nasdaq, Inc. allowing Dorsey Wright to work towards even greater innovative solutions for its clients.

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.