Daniel Kaplan - Email & Phone Number

Vice President & NY Director at Iht Wealth Management

Daniel Kaplan is based out of New York City Metropolitan Area and works at Iht Wealth Management as Vice President & NY Director.

Daniel Kaplan's Contact Information

Daniel Kaplan's Work email

d*****@ihtw***.com

Valid

Latest update

October 10, 2025

Location

New York City Metropolitan Area

Daniel's current employer

Iht Wealth Management

Description

Whether you are seeking to build wealth for the future, protect it for the next generation or plan a giving strategy for the people and c...

Website

ihtwealthmanagement.com

HQ Location

Chicago, Illinois, United States

Number of employees

51-200

Industry

Investment Management

Latest update

May 1, 2024

Read about Iht Wealth Management

Frequent questions about Daniel Kaplan

What company is Daniel Kaplan working for?

Daniel Kaplan works for Iht Wealth Management.

What is Daniel Kaplan's function at Iht Wealth Management?

Daniel Kaplan is Vice President & NY Director at Iht Wealth Management.

Where is Daniel Kaplan based?

Daniel Kaplan is based out of New York City Metropolitan Area.

What is Daniel Kaplan's work email address?

Daniel Kaplan's professional email address is d*****@ihtw***.com

Who are Daniel Kaplan's co-workers?

Daniel Kaplan's colleagues are Matt Hilding, Steven Dudash, Jeff John, Vivian Li, Catarina Naro, Christopher Davidson, David Stone, Chad Sewell, Jeffrey Kocis, Nora Dudash, Mike Glavin, Scott Staley, Alex Papadopoulos, Maximilian Kort, Daniel MacLean, Felipe Medina, Adam Kaplan, Richard Rohlfing, Molly Pasman, Kari Danek, Karla Hernandez, Brian Housel, Tom Brdecka, Timothy Feldheim, Ryan DeWitt, Corianne Leyton, Yussef Gheriani, Brian Gaffney, Dominic Nadeau, Robert Bacharach, Steve Kellar, Stephen Wendt, Fawn Lane, Perry Nafziger, Jim Ray.

Daniel's co-workers

Vice President - Financial Advisor

Vivian Li

Vice President of Operations

Catarina Naro

Chief Development Officer (CDO)

Christopher Davidson

Senior Vice President

David Stone

Vice President

Chad Sewell

Senior Vice President

Jeffrey Kocis

Senior Vice President / Managing Director

Nora Dudash

Assistant Vice President, Branch Operations Manager

Mike Glavin

Financial Advisor, Vice President

Scott Staley

Wealth Management Advisor, Senior Vice President

Alex Papadopoulos

Senior Vice President

Maximilian Kort

Senior Vice President - Financial Advisor

Daniel MacLean

Senior Vice President, Financial Advisor

Felipe Medina

Senior Vice President Financial Advisor

Adam Kaplan

Vice President & NY Director

Richard Rohlfing

Financial Advisor, Senior Vice President

Molly Pasman

Director Of Business Development

Kari Danek

Managing Director - Corporate Strategy

Karla Hernandez

Client Relationship Manager

Chief Operations Officer

Yussef Gheriani

Chief Investment Officer

Retirement Income Services

Stephen Wendt

Financial Consultant

Fawn Lane

Senior Wealth Manager

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