Meet the Team

Lori Caplan

CLIENT RELATIONS, MARKETING, ADMINISTRATION

Lori joined Caplan Capital Management in 1999. Her focus has always been on elevating and enhancing the client experience, primarily by facilitating the client onboarding process, responding to client communications and coordinating client-facing activities. In addition, she ensures the firm adheres to industry standards.

Lori received her bachelor’s degree from Yeshiva University’s Stern College.

In the local community, Lori is the founder and active member of a volunteer matchmaking organization. Her hobbies include painting, gardening and dancing. She enjoys spending time with her husband, children and grandchildren.