Robert Ethan Caplan
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Profil
Mr. Robert E.
Caplan, CFA MBA, is a Chief Executive Officer & Wealth Advisor at River Wealth Advisors LLC.
He has been developing investment strategies for high net worth investors for over two decades.
His focus is in in-depth investment analysis and developing disciplined financial strategies to manage risk.
His industry experience and deep understanding of the market help clients achieve secure financial futures.
Along with Mr. Ed O’Gorman, he founded River Wealth Advisors in 2015, a fee-only investment firm specializing in independent, comprehensive financial planning, investment management, business, estate and retirement planning.
His career began as a financial analyst with the Chrysler Corporation in 1983.
He then served in financial and business operational roles at large corporations, such as Pepsi-Cola, A.T.
Kearney, Inc., Touche Ross and Company, and Rite Aid.
Immediately prior to co-founding River Wealth Advisors, Bob was a partner with FMA Advisory for over 20 years.
He has served in leadership roles on several boards and committees, including Jewish Family Services and Harrisburg Academy.
He 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 has earned the right to use the Chartered Financial Analyst designation from the CFA Institute.
He currently serves as board vice chair for The Foundation for Enhancing Communities.
As one of the oldest community foundations in the country, TFEC is a leader in working with individuals, corporations, governmental bodies, nonprofit organizations and private foundations to help them achieve their philanthropic goals.
Anciens postes connus de Robert Ethan Caplan
| Sociétés | Poste | Fin |
|---|---|---|
River Wealth Advisors LLC
 River Wealth Advisors LLC Investment ManagersFinance River Wealth Advisors LLC (River Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in Camp Hill, Pennsylvania. The firm was founded by Robert E. Caplan and Edward B. O'Gorman in 2014. They are owned by River Wealth Holdings LLC, which is principally owned by RWA Legacy Partners LLC. River Wealth provides advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. | Fondateur | 30/06/2022 |
| Touche Ross & Co. | Corporate Officer/Principal | - |
A.T. Kearney, Inc.
 A.T. Kearney, Inc. Miscellaneous Commercial ServicesCommercial Services A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
| RITE AID CORPORATION | Corporate Officer/Principal | - |
Pepsi-Cola Allied Bottlers, Inc.
 Pepsi-Cola Allied Bottlers, Inc. Beverages: Non-AlcoholicConsumer Non-Durables Pepsi-Cola Allied Bottlers, Inc. bottles and distributes a full range of Pepsi-Cola beverages. The company is headquartered in Albany, NY. | Corporate Officer/Principal | - |
Formation de Robert Ethan Caplan
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Boston University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| RITE AID CORPORATION | Retail Trade |
| Entreprise privées | 6 |
|---|---|
| Chrysler Corp. | Consumer Durables |
FMA Advisory, Inc.
 FMA Advisory, Inc. Investment ManagersFinance FMA Advisory, Inc. is a registered investment advisor headquartered in Harrisburg, Pennsylvania. It was founded by Peter J. LaBella in 1990. In 2021, the firm was acquired by Fairport Wealth, which is ultimately held by HighTower Holding LLC. FMA Advisory provides a full range of asset management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
A.T. Kearney, Inc.
A.T. Kearney, Inc. Miscellaneous Commercial ServicesCommercial Services A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL. | Commercial Services |
Pepsi-Cola Allied Bottlers, Inc.
Pepsi-Cola Allied Bottlers, Inc. Beverages: Non-AlcoholicConsumer Non-Durables Pepsi-Cola Allied Bottlers, Inc. bottles and distributes a full range of Pepsi-Cola beverages. The company is headquartered in Albany, NY. | Consumer Non-Durables |
| Touche Ross & Co. | Commercial Services |
River Wealth Advisors LLC
River Wealth Advisors LLC Investment ManagersFinance River Wealth Advisors LLC (River Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in Camp Hill, Pennsylvania. The firm was founded by Robert E. Caplan and Edward B. O'Gorman in 2014. They are owned by River Wealth Holdings LLC, which is principally owned by RWA Legacy Partners LLC. River Wealth provides advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. | Finance |
