Career history of Robert Ethan Caplan
Former positions of Robert Ethan Caplan
| Companies | Position | Start | End |
|---|---|---|---|
River Wealth Advisors LLC
 River Wealth Advisors LLC Investment ManagersFinance River Wealth Advisors LLC (River Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in Camp Hill, Pennsylvania. The firm was founded by Robert E. Caplan and Edward B. O'Gorman in 2014. They are owned by River Wealth Holdings LLC, which is principally owned by RWA Legacy Partners LLC. River Wealth provides advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. | Analyst-Equity | 2014-10-07 | 2022-06-29 |
| Chief Executive Officer | 2014-10-07 | 2022-06-29 | |
| Founder | 2014-10-07 | 2022-06-29 | |
| Touche Ross & Co. | Corporate Officer/Principal | - | - |
A.T. Kearney, Inc.
 A.T. Kearney, Inc. Miscellaneous Commercial ServicesCommercial Services A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - | - |
| RITE AID CORPORATION | Corporate Officer/Principal | - | - |
Pepsi-Cola Allied Bottlers, Inc.
 Pepsi-Cola Allied Bottlers, Inc. Beverages: Non-AlcoholicConsumer Non-Durables Pepsi-Cola Allied Bottlers, Inc. bottles and distributes a full range of Pepsi-Cola beverages. The company is headquartered in Albany, NY. | Corporate Officer/Principal | - | - |
| Chrysler Corp. | Analyst-Equity | 1982-12-31 | - |
FMA Advisory, Inc.
 FMA Advisory, Inc. Investment ManagersFinance FMA Advisory, Inc. is a registered investment advisor headquartered in Harrisburg, Pennsylvania. It was founded by Peter J. LaBella in 1990. In 2021, the firm was acquired by Fairport Wealth, which is ultimately held by HighTower Holding LLC. FMA Advisory provides a full range of asset management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Portfolio Manager-Equities | 1993-12-31 | - |
Training of Robert Ethan Caplan
| Boston University | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
Statistics
International
| United States | 9 |
| Canada | 2 |
Operational
| Corporate Officer/Principal | 4 |
| Analyst-Equity | 2 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
| Commercial Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| RITE AID CORPORATION | Retail Trade |
| Private companies | 6 |
|---|---|
FMA Advisory, Inc.
FMA Advisory, Inc. Investment ManagersFinance FMA Advisory, Inc. is a registered investment advisor headquartered in Harrisburg, Pennsylvania. It was founded by Peter J. LaBella in 1990. In 2021, the firm was acquired by Fairport Wealth, which is ultimately held by HighTower Holding LLC. FMA Advisory provides a full range of asset management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
| Chrysler Corp. | Consumer Durables |
Pepsi-Cola Allied Bottlers, Inc.
Pepsi-Cola Allied Bottlers, Inc. Beverages: Non-AlcoholicConsumer Non-Durables Pepsi-Cola Allied Bottlers, Inc. bottles and distributes a full range of Pepsi-Cola beverages. The company is headquartered in Albany, NY. | Consumer Non-Durables |
A.T. Kearney, Inc.
A.T. Kearney, Inc. Miscellaneous Commercial ServicesCommercial Services A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL. | Commercial Services |
| Touche Ross & Co. | Commercial Services |
River Wealth Advisors LLC
River Wealth Advisors LLC Investment ManagersFinance River Wealth Advisors LLC (River Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in Camp Hill, Pennsylvania. The firm was founded by Robert E. Caplan and Edward B. O'Gorman in 2014. They are owned by River Wealth Holdings LLC, which is principally owned by RWA Legacy Partners LLC. River Wealth provides advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. | Finance |
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