Caplan Capital Management, Inc. was founded by Jonathan D. Caplan, a financial industry veteran with over three decades of experience. Formerly a Wall Street executive at major investment banks, Jonathan's entrepreneurial spirit inspired him in 1996 to launch an independent investment advisory ...more

Caplan Capital Management, Inc. was founded by Jonathan D. Caplan, a financial industry veteran with over three decades of experience. Formerly a Wall Street executive at major investment banks, Jonathan's entrepreneurial spirit inspired him in 1996 to launch an independent investment advisory firm. A proven, talented trader on Wall Street, Jonathan utilized his "Wall Street" expertise to hone his skills as a successful portfolio strategist and risk manager on "Main Street." He derives great satisfaction in the deep relationships he has developed with his clients, many of whom have witnessed significant growth in their investment portfolios. Mr. Caplan, who serves as President and Chief Investment Officer, holds a Master of Business Administration degree from New York University's Stern School of Business.less