Alan Kaplan

Mr. Alan J. Kaplan

http://www.kaplanpartners.com/
Founder & CEO, Kaplan Partners
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[email protected]
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(o) +1 610.642.5644
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Biography

Alan J. Kaplan is the Founder and CEO of Kaplan Partners, a retained executive search and board advisory firm headquartered in Philadelphia.  Since the firm’s founding in 1994, Kaplan Partners has provided Boards of Directors and CEOs with advice on the dynamics of CEO and Board succession, and assistance with the identification, assessment and selection of new CEOs, Directors and senior executives. The firm’s Board Advisory Services assist clients with Director Succession, Performance, Diversity and Recruitment.  Kaplan Partners also conducts Executive Assessments of leadership teams to enhance succession planning and professional development efforts. 

Alan is a leader in talent management and leadership succession across the banking and financial services sector.  He has over thirty years of talent assessment and executive search experience, after an initial career in corporate banking with two leading Philadelphia institutions.  Alan has successfully led close to 100 bank CEO/Succession projects, and hundreds of Board and C-Suite consulting, assessment and executive search assignments.  He is certified in the use of both the Hogan© and Predictive Index© assessment tools.

Alan holds an Economics degree from Penn State University, and an MBA in Finance from Temple University.  Alan is a National Association of Corporate Directors Certified Director and Board Leadership Fellow and sits on the Board of Directors of NACD Philadelphia.  Alan also currently serves on the Board of Directors of the Greater Philadelphia Chamber of Commerce, and the Fischer-Shain Center for Financial Services of the Temple University Fox School of Business.  In 2022, Alan joined the board of Clarifi, an organization promoting lifelong financial resilience.  He previously served as a Global Board Member of the Association of Executive Search and Leadership Consultants (AESC), the industry’s leading education and advocacy organization, where he was the recipient of The AESC Award of Excellence in 2022. He was also an Advisory Director of Penn Liberty Bank prior to its sale to WSFS Bank.  In addition, Alan is a regular speaker and columnist for Bank Director, and a frequent speaker and author for industry, banking and financial services organizations nationwide. 

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