Mr Mark D Kaplan

KANDO id: 5427

Bio

Mark Kaplan joined MerchantBanc as Managing Director in 2011. He has extensive financial and investment experience having most recently served as Managing Director of CEI Ventures, Inc., based in Portland, Maine. He joined CEI Ventures in 1999 after serving as founding Chair of its Board of Directors for the prior five years. As Managing Director at CEI Ventures, Mr. Kaplan was directly involved in raising and investing two venture capital funds; Coastal Ventures, LP a $5.5 million fund, and Coastal Ventures II LLC, a $20 million fund. Mr. Kaplan has significant executive, financial and investment industry experience that spans more than twenty-five years. Prior to joining CEI Ventures, he served as Managing Director of Forum Financial Group, a mutual fund company, Managing Director and Director of Research for HM Payson & Co, an investment advisory and trust services firm, and as a member of the investment department of Unum Life Insurance Company, now Unum. Mr. Kaplan has served on the boards of numerous portfolio companies at CEI Ventures. Presently he is a board member or observer of Chemogen, Inc., and NextMark, Inc. His civic involvement has been longstanding. He currently serves as board Chair of the Small Enterprise Growth Fund, Maine’s state venture capital fund. He is a board member of the Maine Center for Enterprise Development, a Portland based incubator, and also serves on its Top Gun Advisory Board. Mr. Kaplan serves on the investment committees of the Maine Health Access Foundation and United Way Foundation of Greater Portland. He is a past president of the boards of the Jewish Community Alliance of Southern Maine and Congregation Bet Ha’am. Mr. Kaplan earned his BA from the University of Michigan-Flint and MBA from Boston University Graduate School of Management. He was awarded the Charter Financial Analyst (CFA) designation in 1986. He also participated in the NVCA-NASBIC Venture Capital Institute Certificate and Graduate Programs.


Career


MerchantBanc Venture Partners LP


CEI Ventures Inc

Wholly-owned corporate venturing subsidiary of CEI.
Email: [email protected]

Education