Gregg Kaplan is a Managing Partner at DayMark Wealth Partners, which he joined in 2025. With over two decades of experience in the equity options markets, Gregg oversees strategy, execution, and the development of product and portfolios. He works closely with clients to align their investment strategies with their individual goals and risk profiles.

Before joining DayMark, Gregg spent five years as Vice President – Derivatives Portfolio Specialist at Audent Global Asset Management. There, he focused on capital management, fund oversight, and product development, playing a key role in optimizing financial operations and driving efficiencies for both the firm and its clients. His contributions were instrumental in supporting the firm’s expansion.

Previously, Gregg held senior roles at the Options Clearing Corporation (OCC), serving as Director of Strategy and Development as well as Director of Enterprise Risk for Financial Risk Management. At OCC, he was responsible for managing model risk, default procedures, and margin and pricing frameworks for the clearinghouse.

Earlier in his career, Gregg held positions such as Algorithmic Trading Specialist, Portfolio Strategist, and Market Maker/Specialist at the ARCA/Pacific Coast Options Exchange and the Chicago Board Options Exchange. He has led risk teams across a variety of asset classes, including options and futures for equities, treasuries, foreign exchange, and commodities. Gregg earned his Finance degree from the Gies College of Business at the University of Illinois at Urbana-Champaign.  He has previously held FINRA Series 24 and 56 licenses. Outside of work, Gregg enjoys spending time with his three children and proudly travels with them to countless baseball, basketball, gymnastics meets and tournaments.