Robert E. Caplan, MBA, CFA®

Robert Caplan 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.

Mr. Caplan founded River Wealth Advisors, 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. Subsequently, he 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. He was a partner with FMA Advisory since 1994.

Mr. Caplan is a graduate of Boston University, where he earned a BSBA in finance and accounting. He has 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. This prestigious designation is awarded to financial professionals who have successfully passed certification testing and have met rigorous standards for industry experience and professional ethics.

Active in the community, Mr. Caplan has served on a number of boards and committees. He currently works with The Foundation for Enhancing Communities (TFEC). 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.

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