Jay Kaplan | Royce

Jay Kaplan, CFA®

Portfolio Manager, Principal


Prior to joining the firm in November 2000, Jay S. Kaplan spent 12 years with The Prudential, most recently as Managing Director and Portfolio Manager for the Prudential Small Company Value Fund.

Mr. Kaplan holds a bachelor's degree from the State University of New York at Binghamton and a Master of Business Administration from New York University. He is a CFA® charterholder.

  • 22Years at Royce
  • 34Years of Experience
Jay S. Kaplan


Fund Manager Commentary Factsheet Inception Date
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Pennsylvania Mutual 12/31/22 10/31/72
Capital Small-Cap 12/31/22 12/27/96
Small-Cap Value 12/31/22 06/14/01

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