Jonathan Caplan

Jonathan Caplan has over 16 years of experience in compliance and investment services. Jonathan is currently working as a Compliance Director at Symmetry Investments since April 2019. Prior to that, they were the Head of Compliance at Aspect Capital from November 2012 to March 2019. Jonathan'swork at Morgan Stanley included roles such as Head of Executive Investment Services from February 2011 to July 2012 and Wealth Management Compliance Officer from July 2009 to February 2011. Before that, they served as the Head of Compliance at Abu Dhabi Investment House from September 2008 to April 2009. Jonathan started their career at Bear Stearns, where they held positions such as Head of Private Client Services Compliance from January 2006 to September 2008 and Compliance Officer from April 2003 to January 2006.

Jonathan Caplan began their education at the University of Johannesburg in 1996, where they pursued a Bachelor of Accounting degree. Jonathan completed this program in 1997. Following this, they attended Rhodes University from 1998 to 1999, where they obtained a Bachelor of Commerce (BCom) degree in Management and Information Systems. In 2000, they continued their studies at Rhodes University and completed a Bachelor of Commerce (Honours) degree in Management and Information Systems. In November 2015, Caplan obtained the CAIA Fundamentals of Alternative Investments Certificate from the CAIA Association.