Stuart Caplan

Financial Services

Since 2019, Stuart Caplan has been working in Abrams Hebrew Academy situated 3410, 3410. Stuart Caplan is a competent Member Board of Directors -- Treasurer with over eight years of work experience. According to Stuart's resume and work profile, Stuart Caplan has worked at more than eight places with numerous backgrounds and got various skills. Stuart attended school at the University of Maryland - Robert H. Smith School of Business from 2006 to 2008. This expert has professional certification in Series 3 and Series 65. Stuart Caplan can be found in Philadelphia, Pennsylvania – where this professional is currently located. You can search for their contacts. We can also provide you detailed contact information upon request.
Name variants:
Stewart Caplan, Stu Caplan, Stew Caplan
Last updated Jun 18, 2024

Contact Information

Last Update
Jul 8, 2022
Email
st**@gmail.com
Location
Philadelphia, PA

Workplace

Abrams Hebrew Academy
Member Board of Directors -- Treasurer

Morrisville, PA

Industry

Government Administration, Private Elementary School, Non-Profit Organizations, Elementary & Secondary Schools

Work History

Member Board of Directors -- Treasurer

31 west College Ave, Yardley, PA 19067
from Jun 2019

Partner

from Jun 2016

Chief Investment Officer

from Dec 2010

Vice President - Finance and Research

Jun 2008 — Dec 2010

Management

Jun 2003 — Apr 2008

Interactive Media Buyer

New York, NY
2003 — 2003

Interactive Media Buyer

747 3Rd Ave, New York, NY 10017
2002 — 2003

Occupations

Executive
Board Member
Treasurer
Accountant
Finance and Accounting Specialist
Partner
Management Team Executive
Operations Manager
Financial Officer
Financial Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive

Skills

Alternative Investments
Hedge Funds
Investment Strategies
Investment Advisory
Equities
Wealth Management
Fixed Income
Mutual Funds
Securities
Investment Management
Retirement Planning
Asset Allocation
Bloomberg
Tax Advice and Planning
Investment Banking
Generational Asset Transfers
Etf and Index Fund Management
Futures
Etfs
Equity Trading
Fund of Funds
Options
Bonds
Comprehensive Financial Planning
Estate Planning
Managed Futures
Options Strategies
Commodity
Technical Analysis

FAQs about Stuart Caplan

What's the main profession of Stuart Caplan?

This professional's job is Financial Services

What jobs is Stuart a professional at?

The expert is proficient at Executive and Board Member jobs.

Where does Stuart Caplan currently live?

The expert lives in Philadelphia, Pennsylvania.

Does the expert have the email address?

st**@gmail.com is Stuart Caplan's email address.

How many companies did Stuart Caplan work at?

The professional worked at eight jobs.

Where has Stuart Caplan studied?

Stuart studied at the University of Maryland - Robert H. Smith School of Business from 2006 to 2008.

Are there any professional certifications Stuart Caplan has?

Stuart Caplan received the following certifications: Series 3 and Series 65.

Are there any special skills Stuart Caplan has?

This professional has such skills as Alternative Investments, Hedge Funds, Investment Strategies, Investment Advisory, Equities, Wealth Management, Fixed Income, Mutual Funds, and Securities.
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