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 @ Apollon Wealth Management, LLC
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2016 - 2024 Senior Vice President - Financial Advisor @ RBC Wealth Management
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2009 - 2016 Senior Financial Advisor @ Wells Fargo Advisors
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2006 - 2009 Financial Advisor @ Morgan Stanley
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2000 - 2006 Financial Advisor @ Merrill Lynch
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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

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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.

Kevin Caputo Emails

Found 2 emails

Kevin Caputo Phone Numbers

Found 2 phone numbers

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Kevin Caputo

Managing Director, Wealth Management Advisor at Apollon Wealth Management, LLC

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Timothy Hiscock

Founder, Portland Financial Group at Apollon Wealth Management, LLC

Portland, ME, US
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Joshua Mauk

Managing Director at Apollon Wealth Management, LLC

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Ryan Wibberley

Managing Director at Apollon Wealth Management, LLC

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Managing Director, Wealth Management Advisor at Apollon Wealth Management, LLC

Austin, TX, US
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Frank Cappadora

Managing Director at Apollon Wealth Management, LLC

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Mike Herman

Chief Compliance Officer at Apollon Wealth Management, LLC

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Eric Sterner

Chief Investment Officer at Apollon Wealth Management, LLC

Bridgewater, NJ, US
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Jason Rosener

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Barbara Hull

Vice President Human Resources at Apollon Wealth Management, LLC

Charleston, SC, US
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Robert Ruelle

Senior Vice President-Financial Planning at Apollon Wealth Management, LLC

Richfield, WI, US
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Dan McCarthy

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Dave Smith

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Palm Desert, CA, US
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Robert Gorman

Founding Partner and Wealth Management Advisor at Apollon Wealth Management, LLC

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Michael Dolberg

Founding Partner and CEO at Apollon Wealth Management, LLC

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Miami, FL, US
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