Lisa Kaplan Email

Associate Director @ Sterling Private Wealth (SA)

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Lisa Kaplan Location

Cape Town, WC, ZA

Lisa Kaplan Work

2023 - now Associate Director @ Sterling Private Wealth (SA)
2019 - now Wealth Manager @ Sterling Private Wealth (SA)
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2018 - 2019 Wealth Manager @ PSG Wealth
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2016 - 2018 Wealth Manager @ SP Wealth Management (Pty) Ltd
2015 - 2016 Private Banking Consultant @ Investec
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2014 - 2015 Financial Administrator @ Cornerstone Property Group

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Lisa Kaplan Education

Stellenbosch University/Universiteit Stellenbosch
Bachelor of Commerce (BCom) Financial Accounting
Stellenbosch University/Universiteit Stellenbosch
Post Graduate Diploma in Financial Planning

Lisa Kaplan Skills

Credit
Risk Management
Business Analysis

Financial Advisory
Private Banking
Asset Allocation
Investment Strategies
Estate Planning
Microsoft Office
Investments

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Lisa Kaplan Summary

Lisa Kaplan, based in Cape Town, WC, ZA, is currently a Associate Director at Sterling Private Wealth (SA). Lisa Kaplan brings experience from previous roles at Sterling Private Wealth (SA), PSG Wealth, SP Wealth Management (Pty) Ltd and Investec. Lisa Kaplan holds a Bachelor of Commerce (BCom) Financial Accounting @ Stellenbosch University/Universiteit Stellenbosch. With a robust skill set that includes Credit, Risk Management, Business Analysis, Financial Advisory, Private Banking and more. Lisa Kaplan has 1 emails on RocketReach.

Lisa Kaplan Emails

Found 1 emails

@sterlingprivatewealth.co.za

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Top Sterling Private Wealth (SA) Employees

Tian Ca

Executive Director at Sterling Private Wealth (SA)

Cape Town, WC, ZA
1
- sterlingprivatewealth.co.za
Lisa Kaplan

Associate Director at Sterling Private Wealth (SA)

Cape Town, WC, ZA
1
- sterlingprivatewealth.co.za
Lesley Hohne

Founding Director and Shareholder at Sterling Private Wealth (SA)

Johannesburg, GP, ZA
1
- sterlingprivatewealth.co.za
3
- +27 83 413 XXXX
- +27 11 883 XXXX
- +27 11 883 XXXX
Cherozaan Jeftha

Wealth Manager Assistant at Sterling Private Wealth (SA)

Johannesburg, GP, ZA
1
- gmail.com
Nazerah Hendricks

Wealth Manager Assistant at Sterling Private Wealth (SA)

Cape Town, WC, ZA
1
- sterlingprivatewealth.co.za

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