Elle Kaplan, the CEO and Founding Partner of Lexion Capital, the only 100% women owned and operated private banks in the nation joins Enterprise Radio. Elle discusses her core beliefs and vision that drives Lexion Capital.
- Have you always had an interest in finance?
- When did you get your big break?
- Where did you gather most your experience?
- What inspired you to start your own firm?
- How has it been running your own business?
Elle Kaplan holds a Master’s degree in Business Administration from Columbia University. She is an active patron of various artistic groups and wildlife causes. Elle is a regular guest speaker at conferences and lectures in the New York tri‐state area. Elle also spends a considerable amount of time as a volunteer, teaching high school and college students about something she is already passionate about‐ the financial markets. Her investment advice has been sought out by almost every major financial publication.
CNBC, Reuters Money, CNN, and many others have featured her advice on financial matters ranging from Social Security benefits claims to the municipal bond market. Elle’s journey from corporate banker to independent asset manager is a compelling one: Yahoo! Finance, The Glass Hammer, M.O., The Family Wealth Report and others have written profiles on her work and experience.
As the Founding Partner and CEO of Lexion Capital Management, Elle focuses exclusively on providing customized investment solutions. Elle provides a broad range of wealth and risk management advice to individuals, foundations, trusts, and endowments. Her analytical and thoughtful approach is the product of more than a decade of experience in investment banking, institutional trading and private wealth management. Elle believes that it is important and therefore empowering for every individual, regardless of background, to have the skills necessary to control their own financial future.
With this goal in mind, Elle works closely with her clients’ tax and legal advisers on a wide variety of financial matters, including tax and estate planning matters. She also oversees and serves as the liaison, supporting client needs through the broad array of resources available at Lexion Capital Management.
Related Web Site: www.LexionCapital.com