Alan J. Kaplan




Alan is the Founder and CEO of Kaplan Partners, a national retained executive search and talent advisory firm headquartered in suburban Philadelphia. Since the firm’s founding in 1994, Kaplan Partners has provided Boards of Directors and CEOs with advice on the dynamics of CEO succession, and assistance with the identification, assessment and selection of new CEOs, Directors and senior executives. The firm’s Board Advisory Services focus on assisting clients with Director Succession, Performance, Diversity and Recruitment. In addition, Alan and the Kaplan Partners’ team conduct Management Assessments of bank leadership teams to enhance succession planning and professional development efforts.

Alan is a leader in talent management and leadership succession across the financial services industry. He has over thirty years of talent management and executive search experience, after an initial career in corporate banking with two leading Philadelphia institutions. He has successfully led over sixty-five bank CEO/Succession projects, as well as hundreds of C-Level consulting, assessment and executive search assignments.

Alan holds an Economics degree from Penn State University, and an MBA in Finance from Temple University. He is a member of the Dean’s Council of the Temple University Fox School of Business, The Board of Directors of the Greater Philadelphia Chamber of Commerce, and the Board of Directors of NACD Philadelphia. He previously served as an Advisory Board Member for Penn Liberty Bank until its recent sale to WSFS Bank. Alan is also a weekly business commentator on talent management and career issues for KYW News Radio 1060 in Philadelphia, a regular columnist for SmartCEO Magazine, and a frequent speaker and author for industry associations across the country.

Alan has been elected a member of the Global Board of Directors for the Association of Executive Search and Leadership Consultants (, the worldwide organization representing retained executive search and leadership consultants. Kaplan Partners is also a Founding Member Firm of the Partners Search Alliance, a nationwide consortium of leading boutique executive search firms.