Meet the Team

Josh Caplan

Joshua Caplan

DIRECTOR OF BUSINESS DEVELOPMENT AND CLIENT SERVICES

Josh joined Caplan Capital Management in 2023 as Director of Business Development and Client Services. He will be spearheading the collaboration with our partners in maximizing the overall client experience.

Josh brings a diverse professional background to Caplan Capital. He has led business units for Fortune 500 companies such as Time Warner and Westinghouse Broadcasting, as well as several nonprofit organizations, including the Orthodox Union. He looks forward to using his skills in business development, marketing, customer service, public relations and community relations.

Josh is a strong believer in community building and charitable giving and has served in leadership positions in numerous international and national organizations, including Rotary International and the March of Dimes, and several local organizations in his community. Josh and his wife, Naomi, who are legacy clients of Caplan Capital, are proud parents of four children and six grandchildren.   

 

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