Stuart Caplan

Stuart Caplan is a seasoned finance professional with extensive experience in wealth management and investment strategies. Currently serving as a Senior Wealth Strategist at Members' Wealth since September 2024, Caplan also holds leadership roles as a Board Trustee for the PKD Foundation and Treasurer on the Board of Directors for Abrams Hebrew Academy. Previous positions include Partner at AFA Real Estate Partners and Chief Investment Officer at Apex Financial Advisors, Inc. With management experience dating back to 2003 and an MBA from the University of Maryland, alongside a Bachelor of Science in Marketing and Entrepreneurship from the University of Arizona, Caplan’s background is marked by diverse roles across finance, real estate, and interactive media.