Image by Shai Pal

Leadership TEAM

I joined Caplan Capital Management at the beginning of 2020. My focus is on expanding client services and enhancing our portfolio management capabilities. Prior to joining Caplan Capital, my career focus was in finance and real estate. I gained significant exposure in a variety of disciplines including equity research, economic analysis and underwriting of real estate  investment opportunities. As Director of Acquisitions for a real estate development company, I structured investments in various asset classes including self-storage, multi-family, warehouse/logistics and retail.

I graduated from Rutgers University in 2012 with a B.A. in Economics. My wife, Emily, and I live in Teaneck, New Jersey and are the proud parents of two sons. 

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Jonathan Caplan, MBA

Founder, Chief Investment Officer

As a financial industry veteran with over three decades of experience, I founded Caplan Capital Management, Inc. in 1996. Following a successful career on Wall Street as an executive at major investment banks, I was inspired to use my entrepreneurial spirit to launch an independent investment advisory firm. With my "Wall Street" expertise I bring skills as a portfolio strategist and risk manager to "Main Street." I derive great satisfaction in the deep relationships I have formed and developed with my clients.

At Caplan Capital Management, Inc. I serve as President and Chief Investment Officer. I hold a Master of Business Administration degree from New York University's Stern School of Business. I am actively committed to serving my local community. I have served as a board member and advisor to many local non-profit organizations and currently serve on several endowment committees. I reside in Edison, New Jersey with my wife, Lori. We have four children and eight grandchildren.

I joined Caplan Capital Management at the beginning of 2020. My focus is on expanding client services and enhancing our portfolio management capabilities. Prior to joining Caplan Capital, my career focus was in finance and real estate. I gained significant exposure in a variety of disciplines including equity research, economic analysis and underwriting of real estate  investment opportunities. As Director of Acquisitions for a real estate development company, I structured investments in various asset classes including self-storage, multi-family, warehouse/logistics and retail.

I graduated from Rutgers University in 2012 with a B.A. in Economics. My wife, Emily, and I live in Teaneck, New Jersey and are the proud parents of two sons. 

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Joseph Caplan

Investment Strategist

I joined Caplan Capital Management at the beginning of 2020. My main focus is on client services and portfolio management. I have been working in finance and real estate for the past eight years with exposure to different fields such as equity research, economic analysis and underwriting investment opportunities in the real estate industry. Most recently, I was a Director of Acquisitions for a real estate development company that invested in different asset classes including self-storage, multi-family, warehouse/logistics and retail. 
 
I graduated from Rutgers University in 2012 with a B.A. in Economics and currently reside in Teaneck, New Jersey with my wife, Emily and two children. 

I joined Caplan Capital Management at the beginning of 2020. My focus is on expanding client services and enhancing our portfolio management capabilities. Prior to joining Caplan Capital, my career focus was in finance and real estate. I gained significant exposure in a variety of disciplines including equity research, economic analysis and underwriting of real estate  investment opportunities. As Director of Acquisitions for a real estate development company, I structured investments in various asset classes including self-storage, multi-family, warehouse/logistics and retail.

I graduated from Rutgers University in 2012 with a B.A. in Economics. My wife, Emily, and I live in Teaneck, New Jersey and are the proud parents of two sons. 

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Lori Caplan

Client Relations, Marketing, Administration

I joined the firm in 1999 after my four children were all in school. My focus has always been on elevating and enhancing the client experience primarily by facilitating the client onboarding process, responding to client's communications, and coordinating client-facing activities. In addition to maintaining our books and records, I ensure that we adhere to industry standards. I manage the company website and organize corporate events. 

I received my bachelor's degree at Yeshiva University's Stern College. In my local community, I am a founder and active member of a volunteer matchmaking organization. My hobbies include painting, gardening and dancing. I enjoy spending time with my children and grandchildren.