Leadership

Caplan Capital Management, Inc. was founded by Jonathan D. Caplan, a financial industry veteran with over three decades of experience. Formerly a Wall Street executive at major investment banks, Jonathan's entrepreneurial spirit inspired him to launch an independent investment advisory firm in 1996.  Jonathan utilizes his "Wall Street" expertise to hone his skills as a portfolio strategist and risk manager on "Main Street." He derives great satisfaction in the deep relationships he has formed and developed with his clients.

In 2018, Caplan Capital Management, Inc. affiliated with Atlas Wealth Alliance LLC, a registered investment advisory firm, that has helped to broaden the suite of products and services to match client needs.  Through its affiliation with Atlas, Caplan Capital now offers clients comprehensive services including financial planning, insurance, annuities and many other products and services.

 

Mr. Caplan, who serves as President and Chief Investment Officer, holds a Master of Business Administration degree from New York University's Stern School of Business. He has served as a board member and advisor to many local community organizations. He resides in Edison, New Jersey with his wife, Lori. They have four children and eight grandchildren.