Resume of Melvin J. Kaplan

A real estate investor since 1960, Melvin J. Kaplan is Chief Executive Officer of Wellington Financial Group, an entity which invests in commercial real estate nationally.

In 1987 Mel and his wife founded The Harry Singer Foundation, a nonprofit educational operating foundation dedicated to youth development.  He serves on its Board of Directors and advises various other 501(c)(3) foundations. Mel also serves on the Board of Aspire Public Schools, a public charter school organization that currently  serves a total of over 8,000 students in grades K-12 at 25 locations in five counties in Northern California.

Born and raised in Boston, Mel is an alumnus of MIT and the University of California-Berkeley where he lectured at the School of Business Administration.  His specialty continues to be problem-solving and entrepreneurship. With his wife of forty-eight years, he successfully raised five philanthropic and entrepreneurial sons.  His biography has appeared in Marquis' Who's Who in Finance and Industry  and Who's Who in the World.  
 

BUSINESS ACTIVITY

Over the past 48 years, Mel has been active in the real estate industry as a broker, syndicator, mortgage banker, developer, property manager, advisor and currently as investment banker and principal.  He has been involved in one or more of these capacities with many individuals, companies, and institutions.  The following are samples:

          Banc of America Securities LLC, Charlotte, North Carolina

          Black Equities, Los Angeles, California

          Health Care Services, Inc., Chicago, Illinois 

          Capital Lease Funding, LP, New York, New York

          City National Bank, San Francisco, California

          Corporate Realty Investment Company, Boston, Massachusetts

          David D. Bohannon Organization, San Mateo, California

          Deblar Capital, Inc., Napa, California

          Deutsch Bank of North America, Montreal, Canada

          Equitable Real Estate, Vancouver, British Columbia

          General Electric Information Services, Gaithersburg, Maryland

          Leo B. Helzel Interests, Oakland, California

          Milton Gottlieb Trust, Los Angeles, California

          Hanson, Bridgett, Marcus, Vlahos & Rudy LLP, San Francisco, California

          Holliday Fenoglio Fowler, LP, Dallas, Texas

          IBM Corporation, New York, New York

          Jones Lang LaSalle Americas, Inc., New York, New York

          Jupiter Realty Corporation, Chicago, Illinois

          Leasehold Developers, St. Louis, Missouri

          Legacy Partners Commercial Inc., Irvine, California

          Lend Lease Real Estate Investments, New York, New York

          O'Connor Group, New York, New York

          Pacific Companies, Phoenix, Arizona

          Related Companies, LP, New York, New York

          Salomon Smith Barney, Inc., New York, New York

          Sugarland Properties, Inc., Sugar Land, Texas

          Swig Investment Company, San Francisco, California

          Wafra Investment Advisory Group, New York, New York

          Saul M. Weingarten Interests, Carmel, California

  In recent years Melvin J. Kaplan and his partnerships have been involved in real estate transactions having a value in excess of one billion dollars ($1,000,000,000).

Wellington Financial Group
P. O. BOX 223159
Carmel, California 93922
Phone: (831) 624-7991    Fax: (831) 624-7994

All contents Copyright (c) 1996-2010 Wellington Financial Group. All rights reserved.