Robert Caplan Email & Phone Number
Board Chair @ The Foundation for Enhancing Communities (TFEC)
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Robert Caplan Location
- Jackson, WY, US
Robert Caplan Work
- 2023 -now Board Chair @
- 2015 -2023 Board Member @
- 2015 -2022 Founder and Chief Executive Officer, Wealth Advisor @
- 1994 -2015 Co-founder and Principal Financial Advisor @ FMA Advisory, Inc.
Robert Caplan Education
- Columbia Business School
Master of Business Administration - MBA (Finance, Marketing & Operations Management)
- CFA Institute
Chartered Financial Analyst - CFA (Finance)
- Boston University
Bachelor of Science in Business Administration - BSBA (Finance & Accounting)
Robert Caplan Skills
- Investments
- Strategic Planning
- Finance
- Portfolio Management
- Asset Management
- Financial Planning
- Securities
- Investment Strategies
- Public Speaking
- Management
- Financial Reporting
Robert Caplan Summary
- Robert Caplan, based in Jackson, WY, US, is currently a Board Chair at The Foundation for Enhancing Communities (TFEC). Robert Caplan brings experience from previous roles at The Foundation for Enhancing Communities (TFEC), River Wealth Advisors and FMA Advisory, Inc.. Robert Caplan holds a Master of Business Administration - MBA in Finance, Marketing & Operations Management @ Columbia Business School. With a robust skill set that includes Investments, Strategic Planning, Finance, Portfolio Management, Asset Management and more. Robert Caplan has 1 emails and 1 mobile phone numbers on RocketReach.
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