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About Stony Hill
The Age Wave: A Business Owner's Demographic Bubble

Fred Kaplan

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Fred Kaplan joined Stony Hill Advisors after seven years as a Director with Mazars USA LLP, an international CPA firm providing accounting, tax, and consulting services. He is a Certified Business Manager, Finance MBA, and former middle-market CFO, representing clients from emerging entrepreneurial companies to mature multi-location businesses.

Fred is a leader in the Food, Beverage, and Hospitality industries, providing sector expertise to clients throughout the food chain - processors, distributors, retailers, breweries, distilleries, and restaurants.  Fred is the 4th generation of his family to work in this sector and serves in volunteer leadership roles for several industry trade associations.

Prior to joining Mazars, Fred operated Kaplan Financial Consulting Group LLC, advising businesses on their appropriate financing structure, and brokering funding from a network of conventional lenders and alternative finance companies.

Previously, he served in accounting roles at CIGNA, General Electric Capital Corp., and State Street Bank. He later served as Controller for Omicron IT Consulting, which led to his founding Strategic Business Consulting (SBC) with the partners of a regional CPA firm to provide outsourced CFO services. After SBC merged into another CPA firm, he managed the Finance & Accounting consulting practice for Relevante, a project consulting firm.

Fred twice served as President of the Philadelphia Chapter of the Institute of Management Consultants USA (IMCUSA) and is a Past President of the North Penn Chapter of the Institute of Management Accountants (IMA) and Golden Slipper Camp, a non-profit children’s summer camp.

Fred received a B.A. in Economics from Cornell University and an M.B.A. in Finance from Drexel University, where he served two terms on the Alumni Association Board of Governors. He has taught as adjunct undergraduate faculty at Penn State-Abington and graduate faculty at the Keller School of Management of DeVry University. He received his certification as a Certified Business Manager from the Association of Professionals in Business Management.

Outside of work, Fred enjoys spending time with his wife, two adult children and two grandchildren. He loves movies from all decades and collects contemporary art prints. A former varsity soccer player for Cornell, he serves on the Men’s Soccer Alumni Executive Board and continues to play competitive soccer.

Fred can be contacted at 215-867-8001 or by email at
The Age Wave: A Business Owner's Demographic Bubble
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