Our Experts

Talent Matters Here.

We have no “B” team and no junior staff. Our managing directors perform every search and execute each stage of the process from start to finish.

  1. Alan J. Kaplan

    Alan J. Kaplan

    Founder and CEO


    Alan launched Kaplan Partners in 1994 after beginning his corporate banking career with First Pennsylvania Bank and Philadelphia Savings Fund Society (Meritor/PSFS). Kaplan Partners has been named five times to the Philadelphia 100 as one of the region’s fastest-growing private companies and is a member of The Philadelphia 100 Hall of Fame.

    Industry associations and the media regularly turn to Alan for his opinions on leadership and talent issues and trends. He hosts KYW News Radio’s Career Report, a weekly business commentary on leadership and career management, is a columnist for SmartCEO Magazine, and has been a guest columnist for the Philadelphia Business Journal, Smart Business Now, ABA Community Banker Magazine, PA Banker, and NY Banker, and is a frequent speaker at national and regional industry conferences.

    Alan serves on the Board of Directors of the Greater Philadelphia Chamber of Commerce, on the Temple University Fox School of Business Dean’s Advisory Board, and on the Board of Advisors of Penn Liberty Bank. In addition, Alan was recently elected to the Global Board of Directors of the Association of Executive Search Consultants, the industry’s leading advocacy and education organization.

    Alan earned a Bachelor of Science degree in Economics from The Pennsylvania State University and a Master of Business Administration degree in Finance from Temple University.

  2. Bill Borkovitz

    Bill Borkovitz

    Managing Director


    Areas of expertise: Private Equity, Venture Capital, Asset Management, Financial Services

    Bill oversees client development, client management, and execution of search assignments. He fosters new relationships and opens new industry channels with his honest evaluation of client culture and a unique approach to developing future leadership. Bill has over 25 years’ experience in senior executive operating roles including Chief Operating Officer at Financial Asset Management Systems, Executive Vice President of Risk Operations at Radian Guaranty, and Vice President at Fidelity Investments. He also has held executive leadership positions at Caremark International, Citicorp, and The Dun & Bradstreet Corporation.

    Bill is currently a member of the Greater Philadelphia Senior Executive Group and its Private Equity Roundtable, the Association for Corporate Growth, and the Philadelphia Alliance for Capital and Technology.

    Bill earned a Bachelor of Science degree in Finance from the University of Delaware.

  3. Karen Kane

    Karen Kane

    Managing Director

    Areas of expertise: Banking and Financial Services, Audit/Risk/Compliance, Technology, Operations

    Karen specializes in the validation of candidate leadership skills in highly complex markets and has over two decades of success in executive search with both international and boutique firms. Her personal investment in the search process and deep integration into client culture and the project team results in an extremely high level of repeat client engagement.

    Karen’s diverse search experience ranges from early-stage growth businesses to Fortune 500 companies across banking and finance, manufacturing, healthcare, information technology, and telecommunications sectors. She has particular expertise in risk, audit, finance, and compliance within banking and financial services entities.

    Karen earned a Bachelor of Arts degree in Business Administration from DeSales University.

  4. Dara Klein

    Dara Klein

    Managing Director


    Areas of expertise: Community Banking, Wealth Management, Corporate Finance, Marketing

    Dara leads community bank CEO search assignments with a specialized focus on client due diligence and candidate cultural assessment. Her trusted relationships with boards of directors and executive management ensure smooth candidate transitions into new leadership roles and corporate cultures.

    Dara has over 20 years of business and management experience including work for Xerox Corporation, where she served as regional expert for Fortune 500 clients in the financial services, insurance, government, and technology industries. She also worked for Integrion Financial Network managing marketing communications and branding strategies for Bank One, Bank of America, First Chicago, and First Union.

    Dara earned a Bachelor of Science degree in Marketing from The Pennsylvania State University.

See our Client List

“Having been both a client and a candidate of Kaplan Partners for over 20 years has given me an insider’s view of how their robust process differentiates their firm. Their domain expertise, as well as their understanding of the culture of all parties, ensures the right fit for everyone. In business, talent is everything, and Kaplan Partners consistently delivers.”

Jim Deutsch

Managing Partner, Patriot Financial Partners, L.P.