Robert Caplan, Mba, Cfa

Robert Caplan, Mba, Cfa Email and Phone Number

Board Chair @ The Foundation for Enhancing Communities (TFEC)
Jackson, WY, US
Robert Caplan, Mba, Cfa's Location
Camp Hill, Pennsylvania, United States, United States
Robert Caplan, Mba, Cfa's Contact Details

Robert Caplan, Mba, Cfa personal email

n/a
About Robert Caplan, Mba, Cfa

Robert (Bob) Caplan developed investment strategies for high-net worth investors for over 25 years before retiring on June 30, 2022. His focus was on in-depth investment analysis and developing disciplined financial strategies to manage risk. His extensive industry experience allowed him to offer clients a comprehensive set of options and investment opportunities to meet their individual financial needs and goals.Bob holds a BSBA in Finance and Accounting from Boston University. He also earned a Master of Business Administration in Finance, Marketing, and Operations Management from Columbia University.He earned the right to use the Chartered Financial Analyst designation from the CFA® Institute. This prestigious designation is awarded to financial professionals who have successfully passed certification testing and have met rigorous standards for industry experience and professional ethics.

Robert Caplan, Mba, Cfa's Current Company Details
The Foundation for Enhancing Communities (TFEC)

The Foundation For Enhancing Communities (Tfec)

View
Board Chair
Jackson, WY, US
Website:
tfec.org
Employees:
25
Robert Caplan, Mba, Cfa Work Experience Details
  • The Foundation For Enhancing Communities (Tfec)
    Board Chair
    The Foundation For Enhancing Communities (Tfec)
    Jackson, Wy, Us
    View
  • River Wealth Advisors
    Retired
    River Wealth Advisors Jul 2022 - Present
    Camp Hill, Pennsylvania, United States
    View
  • River Wealth Advisors
    Former Chief Executive Officer & Wealth Advisor
    River Wealth Advisors Mar 2015 - Jun 2022
    100 Corporate Center Drive, Suite 102, Camp Hill, Pa 17011
    View
  • Fma Advisory, Inc.
    Owner
    Fma Advisory, Inc. Jan 1994 - Mar 2015
  • Fma Advisory, Inc.
    Principal, Financial Advisor
    Fma Advisory, Inc. 1994 - Mar 2015

Robert Caplan, Mba, Cfa Skills

Investments Strategic Planning Finance Portfolio Management Asset Management Financial Planning Securities Investment Strategies Public Speaking Management

Robert Caplan, Mba, Cfa Education Details

Frequently Asked Questions about Robert Caplan, Mba, Cfa

What company does Robert Caplan, Mba, Cfa work for?

Robert Caplan, Mba, Cfa works for The Foundation For Enhancing Communities (Tfec)

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

Robert Caplan, Mba, Cfa's current role is Board Chair.

What is Robert Caplan, Mba, Cfa's email address?

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What is Robert Caplan, Mba, Cfa's direct phone number?

Robert Caplan, Mba, Cfa's direct phone number is +171723*****

What schools did Robert Caplan, Mba, Cfa attend?

Robert Caplan, Mba, Cfa attended Cfa Institute, Boston University, Columbia Business School.

What skills is Robert Caplan, Mba, Cfa known for?

Robert Caplan, Mba, Cfa has skills like Investments, Strategic Planning, Finance, Portfolio Management, Asset Management, Financial Planning, Securities, Investment Strategies, Public Speaking, Management.

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