Formerly, Mr. Caplan was a LPL Financial Advisor at Gulf Coast Wealth Management through Gulf Coast Bank and Trust Co. He has also worked as an independent Private Wealth Advisor and as an AVP Advisor at Chase Investment Services Corp and JPMorgan Chase Bank in Metairie. There, he managed an investment book of over $55 million.
“We’re excited to have Ben’s breadth of experience on our team,” said Matthew Altier, CEO of the LSU Health Foundation, “We continually look for people, like Ben, who can help our foundation continue to fund important research in New Orleans.”
Mr. Caplan graduated from Louisiana State University and currently serves on the Board of Directors for the Lake Pontchartrain Basin Foundation.