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Mark Caplan, Cfa Email & Phone Number
General Securities Representative (USA)
at
Canaccord Genuity- Global Capital Markets
3 work emails found
@canaccord.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
General Securities Representative (USA)
Location
Vancouver, British Columbia, Canada
Who is Mark Caplan, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mark Caplan, Cfa is listed as General Securities Representative (USA) at Canaccord Genuity- Global Capital Markets, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at canaccord.com and a matched LinkedIn profile for Mark Caplan, Cfa.
Mark Caplan, Cfa previously worked as Portfolio Manager and Senior Investment Advisor at Canaccord Genuity Wealth Management Canada and Investment Advisor at Bmo Nesbitt Burns. Mark Caplan, Cfa holds B.Comm, Finance from The University Of British Columbia.
Company email context
Email format at Canaccord Genuity- Global Capital Markets
This section adds company-level context without repeating Mark Caplan, Cfa's masked contact details.
*@canaccord.com
74% confidence
AeroLeads found 3 current-domain work email signals for Mark Caplan, Cfa. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Equities, Investment Strategies, Financial Advisory, Portfolio Management, and 12 others.
Current workplace
Mark Caplan, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Canaccord Genuity- Global Capital Markets
AeroLeads page
4 roles
Mark Caplan, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager And Senior Investment Advisor
Current
May 2003 - Present
General Securities Representative (Usa)
Current
May 2003 - Present
Investment Advisor
Jan 1997 - May 2003
1 education record
Mark Caplan, Cfa education
FAQ
Frequently asked questions about Mark Caplan, Cfa
Quick answers generated from the profile data available on this page.
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 Canaccord Genuity- Global Capital Markets?
Mark Caplan, Cfa is listed as General Securities Representative (USA) at Canaccord Genuity- Global Capital Markets.
What is Mark Caplan, Cfa's email address?
AeroLeads has found 3 work email signals at @canaccord.com for Mark Caplan, Cfa at Canaccord Genuity- Global Capital Markets.
Where is Mark Caplan, Cfa based?
Mark Caplan, Cfa is based in Vancouver, British Columbia, Canada while working with Canaccord Genuity- Global Capital Markets.
What companies has Mark Caplan, Cfa worked for?
Mark Caplan, Cfa has worked for Canaccord Genuity- Global Capital Markets, Canaccord Genuity Wealth Management Canada, and Bmo Nesbitt Burns.
How can I contact Mark Caplan, Cfa?
You can use AeroLeads to view verified contact signals for Mark Caplan, Cfa at Canaccord Genuity- Global Capital Markets, including work email, phone, and LinkedIn data when available.
What schools did Mark Caplan, Cfa attend?
Mark Caplan, Cfa holds B.Comm, Finance from The University Of British Columbia.
What skills is Mark Caplan, Cfa known for?
Mark Caplan, Cfa is listed with skills including Equities, Investment Strategies, Financial Advisory, Portfolio Management, Investment Banking, Wealth Management, Mutual Funds, and Capital Markets.
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