Michael Caplan
Chief Executive Officer at Invictus Private Wealth LLC
Profile
Mr. Michael S.
Caplan is a Founder & Private Wealth Advisor at Invictus Private Wealth LLC.
He provides a full range of wealth management services including: retirement advice, charitable pursuits, education funding, estate planning, risk management, investment management and business strategies.
Prior to a career in the financial services industry, he worked for some of the most prestigious law firms in Washington DC and New York, NY.
He received his undergraduate degree from Northwestern University.
Michael Caplan active positions
| Companies | Position | Start |
|---|---|---|
Invictus Private Wealth LLC
 Invictus Private Wealth LLC Investment ManagersFinance Invictus Private Wealth LLC provides investment advice. The private company is based in Denver, CO. The company was founded in 2022 by Michael Scott Caplan. Michael Scott Caplan has been the CEO since 2022. | Chief Executive Officer | 2021-12-31 |
Training of Michael Caplan
| Northwestern University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Invictus Private Wealth LLC
Invictus Private Wealth LLC Investment ManagersFinance Invictus Private Wealth LLC provides investment advice. The private company is based in Denver, CO. The company was founded in 2022 by Michael Scott Caplan. Michael Scott Caplan has been the CEO since 2022. | Finance |
- Stock Market
- Insiders
- Michael Caplan
