Scott Kaplan


Scott is Chief Financial Officer of Bakken Energy.  He brings over 30 years of financial and operational leadership experience to our team, including over 20 years at major Wall Street firms in New York and Los Angeles and over 15 years in entrepreneurial, early-stage companies.  Scott has experience as an investment banker, founder, CFO, COO, Board Member and Advisory Board Member with companies in a variety of industries including financial services, clean energy, automotive, technology and health & wellness.  Scott started working with Steve Lebow in 1993.

Previously, Scott was a Co-Founder, COO, CFO and Board Member of Sagent Advisors, a New York City based investment banking firm, for over a decade from 2003 – 2014.  At Sagent Scott led all financial and operational matters for the firm from its founding through its growth to over 125 employees in 5 US cities, with alliances in Europe, South America and Asia.  Sagent (DCS Advisory) was acquired by Daiwa Capital Markets of Japan in 2017.

Earlier in his career, Scott was CFO of Donaldson, Lufkin & Jenrette’s Los Angeles business, where he worked with Steve Lebow and Ken Moelis to build DLJ-LA into the largest investment bank outside of New York City (with over 150 investment bankers) prior to its sale to Credit Suisse First Boston in 2000.

Scott has been an investment banker at UBS (where he worked on mergers, acquisitions and public and private capital raising transactions), a member of the investment banking management teams at UBS and Credit Suisse, and COO of KB Financial Partners (a wealth management registered investment advisor).

Scott is an Advisory Board Member at MIDAS Healthcare Solutions (healthcare technology company) and GUIDE (mental wellness company), a Co-Founder and Board Member at ROAMFurther Athletics (fitness and lifestyle company) and an investor and Board Observer at NorCal Luxury Car Group (luxury automotive dealership company).

Scott holds a BS from Pepperdine University and a MBA from the University of California Los Angeles.