We’re Known by the Company we Keep.

The nation’s most trusted businesses and professional associations trust us. With them, we’re at the forefront of our industry, setting the standards for ethics and best practices. We stand by our work, and our clients stand by us.

  • Asset Management

    • Brown Brothers Harriman & Co.
    • Bryn Mawr Trust
    • Fulton Financial Advisors
    • Janney Montgomery Scott
    • Ledyard Bank
    • Patriot Financial Partners
    • PNC Asset Management

  • Boards of Directors

    • Chesapeake Utilities
    • Community Bank System
    • 1st Colonial Bancorp
    • First Internet Bank
    • First Mutual Holding Co.
    • Freedom Bank
    • Sandy Spring Bank

  • Commercial Banking

    • Bar Harbor Bank
    • ConnectOne Bank
    • Equity Bank
    • NBT Bank
    • Provident Bank
    • United Bankers Bank
    • WSFS Bank

  • Financial Officers

    • American Reading Company
    • Connecticut Water
    • Federal Home Loan Bank of Pittsburgh
    • Houghton International
    • Nobel Learning Communities
    • NutriSystem
    • Synovos

  • HR, Marketing + Technology

    • CoreProfit Solutions
    • Essential Utilities/Aqua America
    • Godiva Chocolatier
    • Hancock Whitney Bank
    • Northwest Bank
    • Storeroom Solutions
    • The Wenger Group

  • Mortgage Banking + Insurance

    • Donegal Group
    • Flagstar Mortgage
    • HTH Worldwide
    • Lincoln Financial
    • PMA Companies
    • reQuire LLC
    • Univest Mortgage Banking

  • Non-Profit Organizations

    • Afilias LLC
    • Board of Pensions
    • Citadel FCU
    • Guidewell Consumer Credit Counseling
    • New Jersey Bankers Association
    • Project Management Institute
    • Valley Forge Military Academy

We interviewed four other companies before hiring Kaplan Partners, and knew immediately they were the right fit. Their Management Assessment process became a critical element of our board-level succession discussions that guided our decision to consider external candidates. I highly recommend Kaplan Partners for all their talent advisory consulting and executive search capabilities.

Gretchen Cherington
Board Chair, Mascoma Savings Bank