Kevin Caputo Email & Phone Number
Managing Director, Wealth Management Advisor @ Apollon Wealth Management, LLC
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Kevin Caputo Location
- Austin, TX, US
Kevin Caputo Work
- 2024 -now Managing Director, Wealth Management Advisor @
- 2016 -2024 Senior Vice President - Financial Advisor @
- 2009 -2016 Senior Financial Advisor @
- 2006 -2009 Financial Advisor @
- 2000 -2006 Financial Advisor @
Kevin Caputo Education
- California Lutheran University
Bachelors (Business)
- The Wharton School
(Investment Management Consultants Association (IMCA ®) Certification Program)
Kevin Caputo Skills
- Investments
- Finance
- Financial Services
- Alternative Investments
- Financial Advisory
- Insurance
- Risk Management
- Wealth
- Entrepreneurship
- Management
- ETFs
- Bonds
- Retirement Planning
- Team Building
- Business Analysis
- Process Improvement
- Financial Analysis
- Sales
- Budgets
- Project Management
- Public Speaking
- Leadership
Kevin Caputo Summary
- Kevin Caputo, based in Austin, TX, US, is currently a Managing Director, Wealth Management Advisor at Apollon Wealth Management, LLC. Kevin Caputo brings experience from previous roles at RBC Wealth Management, Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney and Merrill Lynch. Kevin Caputo holds a Bachelors in Business @ California Lutheran University. With a robust skill set that includes Investments, Finance, Financial Services, Alternative Investments, Financial Advisory and more. Kevin Caputo has 2 emails and 1 mobile phone numbers on RocketReach.
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