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Sue Caplan
Principal | Wealth Advisor, Bernstein Private Wealth Management
Sue Caplan is a Senior financial services executive with extensive experience in the Wealth Management industry. With a diverse background ranging from Silicon Valley software engineering to Investment Banking, Sue now focuses on working closely with private clients to build trusting partnerships based on empathy.
Sue Caplan studied BA in Theoretical Mathematics at Cornell University. Her academic background complements her analytical and problem-solving skills essential for the financial services sector.
Throughout her career, Sue Caplan held key roles in reputable organizations including being a Principal at Bernstein Private Wealth Management, a Wealth Advisor at Neuberger Berman, and a Managing Director in Institutional Equity Research Sales at Bear Stearns. She also worked in similar roles at Martin Simpson & Company and started her professional journey as a Software Engineer and Product Manager at Tandem Computers.
