Stuart Caplan of Apex Financial Advisors

Stuart Caplan

Apex Financial Advisors
Chief Investment Officer

Stu is a seasoned investment professional with experience in multiple asset classes including equity, fixed income, hedge funds, and real estate. Previously, he worked for Brickell Capital Management, a multi-family investment office in Miami, Fl, where he managed several portfolios of varied instruments. He began his career with his family’s retail art supply chain based in Silver Spring, Md. Stu received his MBA from the Robert H. Smith School of Business at the University of Maryland and his BSBA in Marketing and Entrepreneurship, cum laude, from the University of Arizona.