Today, I spoke with Stuart Caplan, CIO & Partner at Apex Financial Advisor, Inc., to talk about how he co-founded the company, advice for young professionals, and how he closed an office acquisition deal on April 1, 2020 during the pandemic.
Apex Financial Advisor Inc.: https://www.apexfinancialadvisors.com/
Stu is a seasoned investment professional with experience in multiple asset classes including equity, fixed income, hedge funds, and real estate. Previously, he worked for a multi-family investment office in Miami, Fl, where he managed several portfolios of varied instruments. He began his career with his family’s retail art supply chain based in Silver Spring, Md. Stu received his MBA from the Robert H. Smith School of Business at the University of Maryland and his BSBA in Marketing and Entrepreneurship, cum laude, from the University of Arizona.
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Disclaimer: This commercial real estate podcast is intended for commercial real estate professionals, institutions, and investors only. The presenter(s) is(are) expressing his/her (their) view(s) and opinion(s) regarding economic conditions, financing programs and features. The views expressed in this show are for informational and educational purposes only, and do not imply suitability. Each situation is unique, and prior to investing, all programs should be reviewed independently for suitability. Views and opinions expressed are those of the presenters only and do not reflect the views of their employers, institutions, and associations. The information is not intended as investment advice, is not a recommendation about investing, and the presenters and their companies are not acting as your fiduciary.