Profilo
Mitch H.
Caplan is currently Chief Executive Officer at JNF Advisors, Inc., Chief Executive Officer at Willow Asset Management LLC (Investment Management) starting 2025, Chairman & Chief Executive Officer at Velocity Merger Corp., Chairman & Chief Executive Officer at YieldStreet, Inc. starting 2025, Chief Executive Officer at Willow Asset Management LLC starting 2025, Director at Modern Bank, NA (New York), Director at LERETA LLC, Director at JDRF International, Director at Modern Financial, Inc. since 2000, Director at PCS Retirement LLC since 2018, Director at Insured Retirement Institute, Director at Envisics Ltd., Independent Director at Pioneer Merger Corp.
since 2021, and President at Tarsadia Investments LLC since 2017.
Former roles include President & Chief Executive Officer at TeleBanc Financial Corp., Chief Executive Officer & Director at E*TRADE Financial Corp.
from 2003 to 2007, Chief Executive Officer at Jefferson National Financial Corp., Chief Executive Officer at Jefferson National Life Insurance Co., Chief Executive Officer at Jefferson National Life Insurance Co. (Investment Portfolio) from 2010 to 2017, Chairman at E*TRADE Bank, Chairman at ETB Holdings, Inc., Associate at Shearman & Sterling LLP, and Executive Advisor at Aquiline Capital Partners LLC.
Education includes an undergraduate degree from Brandeis University in 1979, an MBAistration from Goizueta Business School-Emory in 1982, and a graduate degree from Emory University School of Law in 1985.
Posizioni attive di Mitchell Caplan
| Società | Posizione | Inizio |
|---|---|---|
| PIONEER MERGER CORP. | Direttore/Membro del Consiglio | 07/01/2021 |
| VELOCITY MERGER CORP. | Amministratore Delegato | - |
PCS Retirement LLC
PCS Retirement LLC Investment ManagersFinance Provides retirement programs | Direttore/Membro del Consiglio | 13/04/2018 |
YieldStreet Management LLC
YieldStreet Management LLC Investment ManagersFinance Willow Asset invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing for late and buyout stage capital requirements. | Amministratore Delegato | 01/06/2025 |
YieldStreet, Inc.
YieldStreet, Inc. Packaged SoftwareTechnology Services Develops investment management platform | Amministratore Delegato | 08/05/2025 |
Tarsadia Investments LLC
Tarsadia Investments LLC Investment ManagersFinance Tarsadia Investments invests in companies located in the United States. The firm focuses on life sciences and real estate sector. It participates in early and growth stage capital requirements with an investment size of USD 5 - 75 million. It acts as lead investor. | Investitore di Private Equity | 01/01/2017 |
LERETA LLC
LERETA LLC Other Consumer ServicesConsumer Services Provides real estate property tax and flood insurance certification services | Direttore/Membro del Consiglio | - |
Envisics Ltd.
Envisics Ltd. Electronic Production EquipmentElectronic Technology Develops holographic displays for automotive industry | Direttore/Membro del Consiglio | - |
Modern Bank, NA (New York)
Modern Bank, NA (New York) Regional BanksFinance Operates as a bank holding company whose subsidiaries provides commercial banking services | Direttore/Membro del Consiglio | - |
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Precedenti posizioni note di Mitchell Caplan
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Formazione di Mitchell Caplan
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 25 |
|---|---|
TeleBanc Financial Corp.
TeleBanc Financial Corp. Savings BanksFinance Provides internet banking facilities | Finance |
E*TRADE Financial Corp.
E*TRADE Financial Corp. Investment Banks/BrokersFinance Provides online stock brokerage and investing services | Finance |
Modern Bank, NA (New York)
Modern Bank, NA (New York) Regional BanksFinance Operates as a bank holding company whose subsidiaries provides commercial banking services | Finance |
JNF Advisors, Inc.
JNF Advisors, Inc. Financial ConglomeratesFinance Provides fund management services | Finance |
Jefferson National Financial Corp.
Jefferson National Financial Corp. Insurance Brokers/ServicesFinance Provides annuity products and services | Finance |
LERETA LLC
LERETA LLC Other Consumer ServicesConsumer Services Provides real estate property tax and flood insurance certification services | Consumer Services |
Shearman & Sterling LLP
Shearman & Sterling LLP Miscellaneous Commercial ServicesCommercial Services Operates as a law firm | Commercial Services |
E*TRADE Bank
E*TRADE Bank Regional BanksFinance Provides banking services | Finance |
Brandeis University
Brandeis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jefferson National Life Insurance Co.
Jefferson National Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Finance |
Aquiline Capital Partners LLC
Aquiline Capital Partners LLC Investment ManagersFinance Aquiline Capital invests in companies located in the United States with enterprise values ranging from USD 75 million to USD 2.5 billion and revenues with a minimum of USD 1 million. The firm targets companies operating in the fields of financial services and technology businesses. It provides financing for early and growth-stage capital requirements with an investment range from USD 3 to USD 350 million. It takes minority and majority ownership, and can lead or co-invest. | Finance |
JDRF International
JDRF International Miscellaneous Commercial ServicesCommercial Services Performs research & development on diabetes | Commercial Services |
ETB Holdings, Inc.
ETB Holdings, Inc. MiscellaneousMiscellaneous Functions as an investment holding company | Miscellaneous |
Modern Financial, Inc.
Modern Financial, Inc. Major BanksFinance Operates as a bank holding company whose subsidiaries provides commercial banking services | Finance |
PCS Retirement LLC
PCS Retirement LLC Investment ManagersFinance Provides retirement programs | Finance |
Goizueta Business School-Emory
Goizueta Business School-Emory Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Insured Retirement Institute
Insured Retirement Institute Investment ManagersFinance Operates as an association for supply chain of insured retirement strategies | Finance |
Tarsadia Investments LLC
Tarsadia Investments LLC Investment ManagersFinance Tarsadia Investments invests in companies located in the United States. The firm focuses on life sciences and real estate sector. It participates in early and growth stage capital requirements with an investment size of USD 5 - 75 million. It acts as lead investor. | Finance |
Emory University School of Law
Emory University School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jefferson National Life Insurance Co. (Investment Portfolio)
Jefferson National Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Profile Unavailable. | Finance |
YieldStreet, Inc.
YieldStreet, Inc. Packaged SoftwareTechnology Services Develops investment management platform | Technology Services |
YieldStreet Management LLC
YieldStreet Management LLC Investment ManagersFinance Willow Asset invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing for late and buyout stage capital requirements. | Finance |
Envisics Ltd.
Envisics Ltd. Electronic Production EquipmentElectronic Technology Develops holographic displays for automotive industry | Electronic Technology |
Pioneer Merger Corp.
Pioneer Merger Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
Velocity Merger Corp.
Velocity Merger Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
















