Stu Caplan has over 20 years of experience with the bulk of that in HNW and Family Office environments. Most recently, he spent 13 years as Chief Investment Officer at Apex Financial Advisors customizing portfolios and managing relationships. Prior to that, he navigated the financial crisis at Brickell Capital Management, designing hedge funds-of-funds and various trading strategies.

Stu has an MBA from the University of Maryland and graduated cum laude with honors from the University of Arizona majoring in Marketing and Entrepreneurship. 

Stu resides in Bucks County, PA with his wife and two sons. He’s an avid golfer and is thrilled that his boys have embraced the game. He also volunteers his time as a board member of the PKD Foundation and Abrams Hebrew Academy.