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Robert Caplan

Retired at River Wealth Advisors

  • LinkedIn

Robert (Bob) Caplan developed investment strategies for high-net worth investors for over 25 years before retiring on June 30, 2022. His focus was on in-depth investment analysis and deve...

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RIVER WEALTH ADVISORS

RIVER WEALTH ADVISORS

  • description Description
    River Wealth Advisors is a fee-only, SEC-registered investment advisor located in Camp Hill, PA and Allentown, PA. We focus on understanding you, your needs, and your short- and long-term fin...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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River Wealth Advisors Org Chart and Mapping

Edward O’gorman

Chief Executive Officer & Managing Partner

Employees

Aams® Mark Loomis

Senior Client Relationship Manager

Cfp® Eric Wiegand

Senior Vice President & Wealth Advisor

Trisha Parks

Senior Client Relationship Partner

Gayle Armstrong

Client Services Associate

Kaylah Dailey

Client Services Associate

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  • Phone number  :  (***)-***-****
  • Email  :  r****@riverwealthadvisors.com

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