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Robert Ethan Caplan
Plus aucun poste en cours
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 employs a variety of investment strategies and allocations, which are individually customized based upon each client’s specific risk profile and investment objectives. The firm takes a largely fundamental approach to analyzing investments, which may include stocks, bonds, ETFs, mutual funds, options, and other such asset classes. | Fondateur | 30/06/2022 |
Touche Ross & Co. | Corporate Officer/Principal | - |
A.T. Kearney, Inc.
 A.T. Kearney, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Corporate Officer/Principal | - |
| RITE AID CORPORATION | Corporate Officer/Principal | - |
Pepsi-Cola Allied Bottlers, Inc.
 Pepsi-Cola Allied Bottlers, Inc. Beverages: Non-AlcoholicConsumer Non-Durables Bottles Pepsi-Cola drinks | Corporate Officer/Principal | - |
Formation de Robert Ethan Caplan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Chrysler Corp.
 Chrysler Corp. Motor VehiclesConsumer Durables Manufactures passenger cars and trucks | Consumer Durables |
Rite Aid Corp.
 Rite Aid Corp. Drugstore ChainsRetail Trade Operates as a pharmacy and health services network | Retail Trade |
FMA Advisory, Inc.
 FMA Advisory, Inc. Investment ManagersFinance FMA Advisory employs a variety of investment strategies and allocations, which are individually customized based upon each client’s specific risk profile and investment objectives. The firm takes a largely fundamental approach to analyzing investments, which may include stocks, bonds, ETFs, mutual funds, options and other such asset classes. | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
A.T. Kearney, Inc.
A.T. Kearney, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Commercial Services |
Pepsi-Cola Allied Bottlers, Inc.
Pepsi-Cola Allied Bottlers, Inc. Beverages: Non-AlcoholicConsumer Non-Durables Bottles Pepsi-Cola drinks | Consumer Non-Durables |
Touche Ross & Co. | Commercial Services |
River Wealth Advisors LLC
River Wealth Advisors LLC Investment ManagersFinance River Wealth employs a variety of investment strategies and allocations, which are individually customized based upon each client’s specific risk profile and investment objectives. The firm takes a largely fundamental approach to analyzing investments, which may include stocks, bonds, ETFs, mutual funds, options, and other such asset classes. | Finance |
