AeroLeads people directory · profile
Robert Caplan, Mba, Cfa Email & Phone Number
Board Chair
at
The Foundation for Enhancing Communities (TFEC)
2 work emails found
@fma-advisory.com
5 phones found area 717 and 844
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Board Chair
Location
Camp Hill, Pennsylvania, United States
Company size
Who is Robert Caplan, Mba, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Robert Caplan, Mba, Cfa is listed as Board Chair at The Foundation for Enhancing Communities (TFEC), a company with 25 employees, based in Camp Hill, Pennsylvania, United States. AeroLeads shows a work email signal at fma-advisory.com, phone signal with area code 717, 844, and a matched LinkedIn profile for Robert Caplan, Mba, Cfa.
Robert Caplan, Mba, Cfa previously worked as Retired at River Wealth Advisors and Former Chief Executive Officer & Wealth Advisor at River Wealth Advisors. Robert Caplan, Mba, Cfa holds Cfa, Finance from Cfa Institute.
Company email context
Email format at The Foundation for Enhancing Communities (TFEC)
This section adds company-level context without repeating Robert Caplan, Mba, Cfa's masked contact details.
*@fma-advisory.com
71% confidence
AeroLeads found 2 current-domain work email signals for Robert Caplan, Mba, Cfa. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Investments, Strategic Planning, Finance, Portfolio Management, and 6 others.
Current workplace
Robert Caplan, Mba, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
The Foundation For Enhancing Communities (Tfec)
5 roles · 32 years
Robert Caplan, Mba, Cfa work experience
A career timeline built from the work history available for this profile.
Retired
Current
Jul 2022 - Present
Former Chief Executive Officer & Wealth Advisor
Mar 2015 - Jun 2022
Owner
Fma Advisory, Inc.
Jan 1994 - Mar 2015
Principal, Financial Advisor
Fma Advisory, Inc.
1994 - Mar 2015
3 education records
Robert Caplan, Mba, Cfa education
Cfa, Finance
Cfa Institute
B.S.B.A., Finance & Accounting
M.B.A., Finance, Marketing & Operations Management
FAQ
Frequently asked questions about Robert Caplan, Mba, Cfa
Quick answers generated from the profile data available on this page.
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 Foundation for Enhancing Communities (TFEC)?
Robert Caplan, Mba, Cfa is listed as Board Chair at The Foundation for Enhancing Communities (TFEC).
What is Robert Caplan, Mba, Cfa's email address?
AeroLeads has found 2 work email signals at @fma-advisory.com for Robert Caplan, Mba, Cfa at The Foundation for Enhancing Communities (TFEC).
What is Robert Caplan, Mba, Cfa's phone number?
AeroLeads has found 5 phone signal(s) with area code 717, 844 for Robert Caplan, Mba, Cfa at The Foundation for Enhancing Communities (TFEC).
Where is Robert Caplan, Mba, Cfa based?
Robert Caplan, Mba, Cfa is based in Camp Hill, Pennsylvania, United States while working with The Foundation for Enhancing Communities (TFEC).
What companies has Robert Caplan, Mba, Cfa worked for?
Robert Caplan, Mba, Cfa has worked for The Foundation For Enhancing Communities (Tfec), River Wealth Advisors, and Fma Advisory, Inc..
How can I contact Robert Caplan, Mba, Cfa?
You can use AeroLeads to view verified contact signals for Robert Caplan, Mba, Cfa at The Foundation for Enhancing Communities (TFEC), including work email, phone, and LinkedIn data when available.
What schools did Robert Caplan, Mba, Cfa attend?
Robert Caplan, Mba, Cfa holds Cfa, Finance from Cfa Institute.
What skills is Robert Caplan, Mba, Cfa known for?
Robert Caplan, Mba, Cfa is listed with skills including Investments, Strategic Planning, Finance, Portfolio Management, Asset Management, Financial Planning, Securities, and Investment Strategies.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial