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Joseph Caplan Email & Phone Number

Contributing Writer at Barron's Advisor
Location: Teaneck, New Jersey, United States 8 work roles 2 schools
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Current company
Barron's Advisor
Role
Contributing Writer
Location
Teaneck, New Jersey, United States
Company size
17991 employees

Who is Joseph Caplan? Overview

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Quick answer

Joseph Caplan is listed as Contributing Writer at Barron's Advisor, a with 17991 employees, based in Teaneck, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Joseph Caplan.

Joseph Caplan previously worked as Financial Advisor/Portfolio Manager at Caplan Capital Management Inc. and Contributing Writer at The Jewish Link. Joseph Caplan holds Bachelor Of Arts (B.A.), Economics from Rutgers, The State University Of New Jersey-New Brunswick.

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Barron's Advisor

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Profile bio

About Joseph Caplan

In 2024, Caplan Capital Management launched a platform to provide access to investment management and advanced wealth planning services to real estate professionals, developers and owners. Led by former real estate professional Joseph Caplan, this platform merges the unique nature of the real estate industry with traditional portfolio and wealth management services.ASSET MANAGEMENTPortfolio Diversification & Optimization; Real Estate and Interest Rate Hedging Strategies; Risk Management; Liquidity and Cash Flow ManagementWEALTH MANAGEMENTFinancial Planning; General Tax Planning and Preparation; Estate Planning and Trust SolutionsREAL ESTATE Real Estate Tax Planning (1031 exchanges, depreciation strategies, cost segregation analysis, entity selection, Qualified Opportunity Zones); Real Estate Valuation; Sourcing and Analyzing New Real Estate Opportunities; Sourcing and Structuring Financing; Macroeconomic AnalysisInvestment Advisory Services are offered through Mariner Independent Advisor Network (MIAN), a SEC Registered Investment Adviser. Caplan Capital Management and MIAN are not affiliated entities.Not all services listed are offered through MIAN. Some may be provided by affiliates of MIAN or third parties. MIAN does not provide legal or tax advice.

Current workplace

Joseph Caplan's current company

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Barron's Advisor
Barron'S Advisor
Contributing Writer
Teaneck, NJ, US
Website
dowjones.com
Employees
17991
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8 roles

Joseph Caplan work experience

A career timeline built from the work history available for this profile.

Financial Advisor/Portfolio Manager

Current
Caplan Capital Management Inc.

New Jersey, United States

At Caplan Capital Management, investment management and wealth planning for high-net-worth individuals and families are the primary focus. Additionally, our clients have access to other advisory solutions and operational support provided by Mariner Advisor Network to enhance our suite of offerings that help address clients’ evolving needs.Investment Advisory Services are offered through Mariner Independent Advisor Network (MIAN), a SEC Registered Investment Adviser. Caplan Capital Management and MIAN are not affiliated entities.

Jan 2020 - Present

Retail Leasing

Ripco

Lyndhurst, New Jersey

Mar 2019 - Dec 2019

Director Of Acquisitions

Solomon Builders Llc

Teaneck, Nj

My role was to source and underwrite retail, self-storage, multi-family and industrial development projects throughout New Jersey.My accomplishments include:Cubesmart Self-Storage - Hillside, NJCubesmart Self Storage - Clifton, NJLife Storage - Lyndhurst, NJDollar Tree - Bellmawr, NJMavis Discount Tire - Ridgewood, NJ

Nov 2015 - Mar 2019

Associate

Steelcore Capital, Lp

Hackensack, Nj

Evaluated equity investment opportunities across various sectors targeting growth and value opportunities for a start-up hedge fundPerformed comprehensive analysis of company financials and competitive positioning for potential investment allocationsRead through company annual reports, press releases, earnings reports, and conference call transcripts to report key findings to portfolio managerDirected capital raising efforts by interfacing with hundreds of prospective institutional investors and family offices

Oct 2013 - Oct 2015

Vp Business Development/Economic Research

Sharpe+Signa Llc

Greater Los Angeles Area

SHARPE+SIGNA is a boutique absolute return manager specializing in 100% discretionary, technical and fundamental investment strategies in a Global Macro setting focused on currencies, both emerging and major markets with superior risk-management being the foundation of all strategies.

Nov 2012 - Nov 2013
Team & coworkers

Colleagues at Barron's Advisor

Other employees you can reach at dowjones.com. View company contacts for 17991 employees →

ZL Zeb Lamb Zeb Lamb Colleague at Barron'S AdvisorLondon, England, United Kingdom View → LS Linda Smola Linda Smola Colleague at Barron'S AdvisorSpringfield, Massachusetts Metropolitan Area, United States View → TT Tung Tong Tung Tong Colleague at Barron'S AdvisorHanoi, Vietnam, Viet Nam View → GS Glenn Simpson Glenn Simpson Colleague at Barron'S AdvisorWashington, District Of Columbia, United States View → MP Michelle Preli Michelle Preli Colleague at Barron'S AdvisorBrooklyn, New York, United States View → SR So-Eui Rhee So-Eui Rhee Colleague at Barron'S AdvisorSeoul, South Korea, Korea, Republic Of View → RR Rose Ridinger Rose Ridinger Colleague at Barron'S AdvisorLeawood, Kansas, United States View → ED Erin Doyle Erin Doyle Colleague at Barron'S AdvisorNew York, United States View → LB Lakshita Bhartia Lakshita Bhartia Colleague at Barron'S AdvisorSingapore View → JV Julieta Varone Cabestrero Julieta Varone Cabestrero Colleague at Barron'S AdvisorLondon Area, United Kingdom View →
2 education records

Joseph Caplan education

Education record

Bar Ilan University
FAQ

Frequently asked questions about Joseph Caplan

Quick answers generated from the profile data available on this page.

What company does Joseph Caplan work for?

Joseph Caplan works for Barron's Advisor.

What is Joseph Caplan's role at Barron's Advisor?

Joseph Caplan is listed as Contributing Writer at Barron's Advisor.

Where is Joseph Caplan based?

Joseph Caplan is based in Teaneck, New Jersey, United States while working with Barron's Advisor.

What companies has Joseph Caplan worked for?

Joseph Caplan has worked for Barron'S Advisor, Caplan Capital Management Inc., The Jewish Link, Ripco, and Solomon Builders Llc.

Who are Joseph Caplan's colleagues at Barron's Advisor?

Joseph Caplan's colleagues at Barron's Advisor include Zeb Lamb, Linda Smola, Tung Tong, Glenn Simpson, and Michelle Preli.

How can I contact Joseph Caplan?

You can use AeroLeads to view verified contact signals for Joseph Caplan at Barron's Advisor, including work email, phone, and LinkedIn data when available.

What schools did Joseph Caplan attend?

Joseph Caplan holds Bachelor Of Arts (B.A.), Economics from Rutgers, The State University Of New Jersey-New Brunswick.

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