Brian Caples is a financial professional with extensive experience in asset management, portfolio strategy, and high net worth client relationships. They began their career as an Investment Banking Summer Analyst at Goldman Sachs and subsequently worked as a Wealth Management Analyst at Morgan Stanley before advancing to roles at BlackRock, where they served as Portfolio Manager and then Director of Private Wealth. Currently, Brian is a Private Wealth Director at BlackRock and a Strategic Advisor to Greenwood Family Office, applying their expertise in strategic asset allocation and sustainable wealth management. Brian holds a Bachelor of Business Administration from Georgetown University and an MBA from Columbia Business School.
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