Investment Advisor
CurrentInvestment advisory services, including personalized portfolio management based on client's evolving goals and risk tolerance.
1996 - Present
~30 yrs 4 mos
AeroLeads people directory · profile
Jonathan Caplan Email & Phone Number
Founder and CEO of Caplan Capital Management, Inc.
at
Caplan Capital Management, Inc.
1 work email found
@caplancapital.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and CEO of Caplan Capital Management, Inc.
Location
Highland Park, New Jersey, United States
Company size
Who is Jonathan Caplan? Overview
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Quick answer
Jonathan Caplan is listed as Founder and CEO of Caplan Capital Management, Inc. at Caplan Capital Management, Inc., a company with 3 employees, based in Highland Park, New Jersey, United States. AeroLeads shows a work email signal at caplancapital.com and a matched LinkedIn profile for Jonathan Caplan.
Jonathan Caplan previously worked as Investment Advisor at Caplan Capital Management, Inc. and First Vice President - Equity Derivatives at Painewebber Inc.. Jonathan Caplan holds Master Of Business Administration (M.B.A.), Finance from New York University, Stern School Of Business.
Company email context
Email format at Caplan Capital Management, Inc.
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{first_initial}{last}@caplancapital.com
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AeroLeads found 1 current-domain work email signal for Jonathan Caplan. Compare company email patterns before reaching out.
Profile bio
About Jonathan Caplan
Jonathan Caplan is a Founder and CEO of Caplan Capital Management, Inc. at Caplan Capital Management, Inc.. He possess expertise in portfolio management, equities, finance, investments, financial analysis and 33 more skills.
Listed skills include Portfolio Management, Equities, Finance, Investments, and 34 others.
Current workplace
Jonathan Caplan's current company
Company context helps verify the profile and gives searchers a useful next step.
Caplan Capital Management, Inc.
2 roles · 39 years
Jonathan Caplan work experience
A career timeline built from the work history available for this profile.
First Vice President - Equity Derivatives
Painewebber Inc.
Managed firm's global equity derivatives book and was a key player in developing Paine Webber's pioneering issuance of listed equity derivatives.
1987 - 1994
~7 yrs
1 education record
Jonathan Caplan education
FAQ
Frequently asked questions about Jonathan Caplan
Quick answers generated from the profile data available on this page.
What company does Jonathan Caplan work for?
Jonathan Caplan works for Caplan Capital Management, Inc..
What is Jonathan Caplan's role at Caplan Capital Management, Inc.?
Jonathan Caplan is listed as Founder and CEO of Caplan Capital Management, Inc. at Caplan Capital Management, Inc..
What is Jonathan Caplan's email address?
AeroLeads has found 1 work email signal at @caplancapital.com for Jonathan Caplan at Caplan Capital Management, Inc..
Where is Jonathan Caplan based?
Jonathan Caplan is based in Highland Park, New Jersey, United States while working with Caplan Capital Management, Inc..
What companies has Jonathan Caplan worked for?
Jonathan Caplan has worked for Caplan Capital Management, Inc. and Painewebber Inc..
Who are Jonathan Caplan's colleagues at Caplan Capital Management, Inc.?
Jonathan Caplan's colleagues at Caplan Capital Management, Inc. include Lori Caplan and Joseph Caplan.
How can I contact Jonathan Caplan?
You can use AeroLeads to view verified contact signals for Jonathan Caplan at Caplan Capital Management, Inc., including work email, phone, and LinkedIn data when available.
What schools did Jonathan Caplan attend?
Jonathan Caplan holds Master Of Business Administration (M.B.A.), Finance from New York University, Stern School Of Business.
What skills is Jonathan Caplan known for?
Jonathan Caplan is listed with skills including Portfolio Management, Equities, Finance, Investments, Financial Analysis, Equity Derivatives, Securities, and Derivatives.
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