Mark
Kaplan

Managing Director, MerchantBanc, LLC.

Mark D. Kaplan, CFA, Managing Director, MerchantBanc LLC. Prior to joining MerchantBanc in April 2011 he 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 five years. He has significant executive, financial and investment industry experience spanning more than twenty-five years. Prior to 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. He is also active in community service, serving as a board member of the Maine Center for Enterprise Development, a Portland based incubator, and 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. He 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.