Michael Caplan Email and Phone Number
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Michael Caplan received his B.A. from Northwestern University in 1991, with honors, with a focus on mathematical modeling and economics. He thereafter received his law degree in 1995, with honors. His law practice initially focused in the area of private equity and hedge fund law where he frequently handled complex transactions for executives of multinational corporations, including advising corporations on investments in both public and private companies. Michael was selected to be a Fellow at Georgetown's Institute of International Economic Law and also was an adjunct law professor at Georgetown University Law Center. Prior to joining UBS's Wealth Management Americas Group, Michael worked for some of the most prestigious law firms in Washington DC and New York, NY.Michael leverages his background in mathematics and his experience as an attorney to focus in wealth management for individuals and businesses. With an emphasis on wealth preservation strategies and in developing financial plans specifically tailored to clients' needs, Michael prepares allocation models using complex algorithms to minimize risk and to increase the expected rate of return of a client's overall portfolio. As a financial advisor at UBS, Michael provides a full range of wealth management services.Invictus Private Wealth, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Invictus Private Wealth, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Invictus Private Wealth, LLC unless a client service agreement is in place
Invictus Private Wealth
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Michael Caplan Skills
Michael Caplan Education Details
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Mathematics/Economics
Frequently Asked Questions about Michael Caplan
What company does Michael Caplan work for?
Michael Caplan works for Invictus Private Wealth
What is Michael Caplan's role at the current company?
Michael Caplan's current role is Managing Director, Senior Portfolio Manager, Senior Retirement Plan Consultant.
What is Michael Caplan's email address?
Michael Caplan's email address is ci****@****ast.net
What is Michael Caplan's direct phone number?
Michael Caplan's direct phone number is +120274*****
What schools did Michael Caplan attend?
Michael Caplan attended Georgetown University Law Center, University Of Maryland Francis King Carey School Of Law, Northwestern.
What skills is Michael Caplan known for?
Michael Caplan has skills like Administrative Law, Legal Writing, Corporate Law, Private Equity, Corporate Governance, Investments, Estate Planning, Mergers And Acquisitions, Due Diligence, Intellectual Property, Financial Analysis, Financial Modeling.
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Michael Caplan
Principal | Helping Clients Achieve Value Through Integrated Digital And Business Strategies | Deloitte Consulting LlpBaltimore, Md4aol.com, hotmail.com, gmail.com, deloitte.com2 +197388XXXXX
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