Mark Caplan, Cfa

Mark Caplan, Cfa Email and Phone Number

General Securities Representative (USA) @ Canaccord Genuity- Global Capital Markets
Vancouver, BC, CA
Mark Caplan, Cfa's Location
Vancouver, British Columbia, Canada, Canada
Mark Caplan, Cfa's Contact Details

Mark Caplan, Cfa personal email

n/a
About Mark Caplan, Cfa

Mark Caplan is a Portfolio Manager and Senior Investment Advisor at Canaccord Genuity Wealth Management. Mark provides high net worth individuals, families and corporations overall investment advice and innovative trading solutions. Mark attained his CFA designation in 2001 and is licensed as a General Securities Representative in the United States. Through his US license Mark is proud to extend his investment advisory services to American residents across the country. In addition to his Canadian and US licenses, Mark also maintains his options license in Canada.

Mark Caplan, Cfa's Current Company Details
Canaccord Genuity- Global Capital Markets

Canaccord Genuity- Global Capital Markets

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General Securities Representative (USA)
Vancouver, BC, CA
Mark Caplan, Cfa Work Experience Details
  • Canaccord Genuity- Global Capital Markets
    General Securities Representative (Usa)
    Canaccord Genuity- Global Capital Markets
    Vancouver, Bc, Ca
    View
  • Canaccord Genuity Wealth Management Canada
    Portfolio Manager And Senior Investment Advisor
    Canaccord Genuity Wealth Management Canada May 2003 - Present
    Vancouver, Canada Area
    View
  • Canaccord Genuity- Global Capital Markets
    General Securities Representative (Usa)
    Canaccord Genuity- Global Capital Markets May 2003 - Present
    Vancouver, Canada Area
    View
  • Bmo Nesbitt Burns
    Investment Advisor
    Bmo Nesbitt Burns Jan 1997 - May 2003
    View

Mark Caplan, Cfa Skills

Equities Investment Strategies Financial Advisory Portfolio Management Investment Banking Wealth Management Mutual Funds Capital Markets Fixed Income Investments Equity Research Asset Management Asset Allocation Private Equity Securities Corporate Finance

Mark Caplan, Cfa Education Details

Frequently Asked Questions about Mark Caplan, Cfa

What company does Mark Caplan, Cfa work for?

Mark Caplan, Cfa works for Canaccord Genuity- Global Capital Markets

What is Mark Caplan, Cfa's role at the current company?

Mark Caplan, Cfa's current role is General Securities Representative (USA).

What is Mark Caplan, Cfa's email address?

Mark Caplan, Cfa's email address is mc****@****cgf.com

What schools did Mark Caplan, Cfa attend?

Mark Caplan, Cfa attended The University Of British Columbia.

What skills is Mark Caplan, Cfa known for?

Mark Caplan, Cfa has skills like Equities, Investment Strategies, Financial Advisory, Portfolio Management, Investment Banking, Wealth Management, Mutual Funds, Capital Markets, Fixed Income, Investments, Equity Research, Asset Management.

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