Morrison Foerster Expands Fintech and Financial Services Capabilities with Joshua Kaplan

Strategic Insights -

San Francisco-based global law firm Morrison Foerster (MoFo) has enhanced its cross-border Fintech and financial services capabilities with the addition of Joshua Kaplan, a seasoned financial regulatory attorney. Joining the firm as a partner within the Transactions Department, Kaplan's arrival will significantly bolster MoFo's expertise in advising clients on complex financial regulatory matters, from early-stage companies to well-established financial institutions. Kaplan's experience spans regulatory, emerging companies, corporate, and finance mandates, as well as licensing, product structuring, anti-money laundering, and resolution of regulatory enforcement actions.

Key Takeaways:

  • Joshua Kaplan joins Morrison Foerster as a partner in its Financial Services and Fintech Groups within the Transactions Department.
  • Kaplan's expertise includes advising clients on regulatory matters, emerging companies, corporate, and finance mandates, with a focus on Fintech and financial services sectors.
  • He has experience in licensing, change-in-control applications, structuring, and approval of novel financial products, as well as anti-money laundering and economic sanctions compliance.
  • Kaplan has previously held C-Suite and in-house roles at financial technology companies and global financial institutions.
  • He began his career as an attorney in the Legal Division of the Federal Reserve Board in Washington D.C.
  • Kaplan holds a B.A. from the University of California, Santa Cruz, a J.D. from the University of California College of the Law, San Francisco, and an M.B.A. from INSEAD.
  • He is admitted to practice by the New York Bar Association.

Statistics:

  • Morrison Foerster has welcomed three Financial Services and Fintech partners in recent months, including Avy Mallik and Alexandra Steinberg Barrage and Matthew Bornfreund in Washington, D.C.
  • The firm has also added Private Equity partner David D'Souza and Leveraged Finance partner Ambarish Dash in London.

Sources:

  • Morrison Foerster press release, dated [no specific date provided in the original text]