Mitchell Caplan
Directeur Général chez VELOCITY MERGER CORP.
Profil
Mitchell H.
Caplan is currently the Chief Executive Officer at JNF Advisors, Inc., Chairman & Chief Executive Officer at Velocity Merger Corp., and holds director positions at Modern Bank, NA (New York), LERETA LLC, JDRF International, PCS Retirement LLC, Insured Retirement Institute, YieldStreet, Inc., Envisics Ltd., and Pioneer Merger Corp.
He is also the President of Tarsadia Investments LLC, Tarsadia Enterprises LLC, and The Tarsadia Group LLC.
In the past, he served as the President & Chief Executive Officer of TeleBanc Financial Corp., Chief Executive Officer & Director of E*TRADE Financial Corp., Chief Executive Officer of Jefferson National Financial Corp.
and Jefferson National Life Insurance Co., and Chairman of E*TRADE Bank and ETB Holdings, Inc. He was also an Associate at Shearman & Sterling LLP and an Executive Advisor at Aquiline Capital Partners LLC.
Caplan received his undergraduate degree from Brandeis University, his MBA from Goizueta Business School-Emory, and his graduate degree from Emory University School of Law.
Postes actifs de Mitchell Caplan
| Sociétés | Poste | Début |
|---|---|---|
| PIONEER MERGER CORP. | Directeur/Membre du Conseil | 07/01/2021 |
| VELOCITY MERGER CORP. | Directeur Général | - |
PCS Retirement LLC
 PCS Retirement LLC Investment ManagersFinance PCS Retirement LLC engages in provision of retirement programs. It offers open architecture record keeping services. It also provides fee transparency and conflict-free choices to independent advisors serving the corporate, professional and governmental markets. The company was founded by Mark B. Klein in 2001 and is headquartered in Philadelphia, PA. | Directeur/Membre du Conseil | 13/04/2018 |
The Tarsadia Group LLC
 The Tarsadia Group LLC Financial ConglomeratesFinance The Tarsadia Group LLC is a multi-dimensional investor with a focus on multi-strategy investments. The company is based in Newport Beach, CA and has subsidiaries in the United States. The Tarsadia Foundation, a family foundation, has been active in service and philanthropic giving over the past decade. | President | - |
Tarsadia Investments LLC
 Tarsadia Investments LLC Investment ManagersFinance Tarsadia Investments LLC (Tarsadia Investments) is a private equity and venture capital subsidiary of The Tarsadia Group LLC founded in 1976 by Tushar Patel. The firm is headquartered in Newport Beach, California. | President | 01/01/2017 |
| Tarsadia Enterprises LLC | President | - |
LERETA LLC
 LERETA LLC Other Consumer ServicesConsumer Services LERETA LLC provides real estate property tax and flood insurance certification services. It offers tax services, flood services and strategic alliances. The company was founded in 1986 and is headquartered in Pomona, CA. | Directeur/Membre du Conseil | - |
Envisics Ltd.
 Envisics Ltd. Miscellaneous Commercial ServicesCommercial Services Envisics Ltd. engages in the provision of dynamic holographic platform. Its products include dal image plane; three-lane road coverage; superior image quality, resolution, brightness, and color saturation; and self-correcting. The company was founded by Jamieson Leigh Christmas in 2004 and is headquartered in London, the United Kingdom. | Directeur/Membre du Conseil | - |
Modern Bank, NA (New York)
 Modern Bank, NA (New York) Regional BanksFinance Modern Bank NA operates as a commercial wholesale bank that provides financing and banking solutions. It offers commercial and industrial lending, commercial real estate, and private client services. The company was founded by Bippy M. Siegal in 2006 and is headquartered in New York, NY. | Directeur/Membre du Conseil | - |
| ░░░░░░ ░░░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░░░ ░░ ░░░░░░░ | ░░░░░░░░░░ |
Anciens postes connus de Mitchell Caplan
| Sociétés | Poste | Fin |
|---|---|---|
| ░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░░ | ░░░░░░░░░ ░░░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░░ ░░░░░░░░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░ | ░░░░░░░░░░ |
| ░░░ ░░░░░░░░░ ░░░░ | ░░░░░░░░░░ | - |
| ░░░░░░░ ░░░░ | ░░░░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░ | ░░░░░░░ ░░░░░░ ░░░░░░░░ | - |
Formation de Mitchell Caplan
| Brandeis University | Undergraduate Degree |
| Goizueta Business School-Emory | Masters Business Admin |
| Emory University School of Law | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 23 |
|---|---|
TeleBanc Financial Corp.
 TeleBanc Financial Corp. Savings BanksFinance Telebanc Financial Corp. used to offer single log-on for brokerage and bank accounts, as well as a Web page with consolidated account information. It was located in Arlington, VA. | Finance |
E*TRADE Financial Corp.
 E*TRADE Financial Corp. Investment Banks/BrokersFinance E*TRADE Financial Corp. engages in the provision of investment and online stock brokerage services. It offers digital platforms and support to individual investors through phone, email, and online via two national financial centers, and in-person at regional financial centers. The company was founded by William A. Porter Jr. and Bernard A. Newcomb in 1982 and is headquartered in Arlington, VA. | Finance |
Modern Bank, NA (New York)
Modern Bank, NA (New York) Regional BanksFinance Modern Bank NA operates as a commercial wholesale bank that provides financing and banking solutions. It offers commercial and industrial lending, commercial real estate, and private client services. The company was founded by Bippy M. Siegal in 2006 and is headquartered in New York, NY. | Finance |
JNF Advisors, Inc.
 JNF Advisors, Inc. Financial ConglomeratesFinance Part of Nationwide Mutual Insurance Co., JNF Advisors, Inc. provides fund management services. The company is based in Louisville, KY. The company was founded in 2006. The CEO is Mitchell H. Caplan. | Finance |
Jefferson National Financial Corp.
 Jefferson National Financial Corp. Insurance Brokers/ServicesFinance Jefferson National Financial Corp. provides annuity products and services. It offers its products and services through its subsidiaries. The company was founded on May 17, 2006 and is headquartered in Louisville, KY. | Finance |
LERETA LLC
LERETA LLC Other Consumer ServicesConsumer Services LERETA LLC provides real estate property tax and flood insurance certification services. It offers tax services, flood services and strategic alliances. The company was founded in 1986 and is headquartered in Pomona, CA. | Consumer Services |
Shearman & Sterling LLP
 Shearman & Sterling LLP Miscellaneous Commercial ServicesCommercial Services Shearman & Sterling LLP provides legal services. It specializes in appellate litigations, capital markets, corporate governance, environmental, finance, international arbitration, investment funds, litigation, mergers and acquisitions, privatization, real estate, and tax. The company was founded by Thomas Shearman in 1873 and is headquartered in New York, NY. | Commercial Services |
E*TRADE Bank
 E*TRADE Bank Regional BanksFinance E*Trade Bank provides banking services. It is the wholly-owned subsidiary of E*TRADE Financial Corp. The company is headquartered in Arlington, VA. | Finance |
Jefferson National Life Insurance Co.
 Jefferson National Life Insurance Co. Life/Health InsuranceFinance Jefferson National Life Insurance Co. provides life insurance and long-term investment products. Its solutions for fee based advisors include fixed and retirement income, asset allocation, wealth transfer and managed volatility. The company was founded in 1937 and is headquartered in New York, NY. | Finance |
Aquiline Capital Partners LLC
 Aquiline Capital Partners LLC Investment ManagersFinance Aquiline Capital Partners LLC (Aquiline Capital) is a private equity/venture capital firm founded in 2005 by Jeffrey W. Greenberg. The firm is headquartered in New York City with an office in London. | Finance |
JDRF International
 JDRF International Miscellaneous Commercial ServicesCommercial Services JDRF International is a leader in setting the agenda for diabetes research worldwide, and is the largest charitable funder of and advocate for type 1 diabetes research. JDRF find a cure for diabetes and its complications through the support of research. Type 1 diabetes is an autoimmune disease that strikes children and adults suddenly, and can be fatal. Until a cure is found, people with type 1 diabetes have to test their blood sugar and give themselves insulin injections multiple times or use a pump each day, every day of their lives. And even with that intensive care, insulin is not a cure for diabetes, nor does it prevent its potential complications, which may include kidney failure, blindness, heart disease, stroke, and amputation. It was founded in 1970 and is headquartered in New York, NY. | Commercial Services |
ETB Holdings, Inc.
 ETB Holdings, Inc. Financial ConglomeratesFinance Part of Morgan Stanley, ETB Holdings, Inc. operates as a bank holding company. The company is based in Arlington, VA. | Finance |
Modern Financial, Inc.
 Modern Financial, Inc. Financial ConglomeratesFinance Modern Financial, Inc. is engaged in providing commercial banking services. The company was founded by Stefan V. Reyniak in 2005 and is headquartered in New York, NY. | Finance |
PCS Retirement LLC
PCS Retirement LLC Investment ManagersFinance PCS Retirement LLC engages in provision of retirement programs. It offers open architecture record keeping services. It also provides fee transparency and conflict-free choices to independent advisors serving the corporate, professional and governmental markets. The company was founded by Mark B. Klein in 2001 and is headquartered in Philadelphia, PA. | Finance |
| Insured Retirement Institute | |
Tarsadia Investments LLC
Tarsadia Investments LLC Investment ManagersFinance Tarsadia Investments LLC (Tarsadia Investments) is a private equity and venture capital subsidiary of The Tarsadia Group LLC founded in 1976 by Tushar Patel. The firm is headquartered in Newport Beach, California. | Finance |
Jefferson National Life Insurance Co. (Investment Portfolio)
 Jefferson National Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Jefferson National Life Insurance Co. (Investment Portfolio) (JNLIC-IP) is the investment portfolio division of Jefferson National Life Insurance Co., an insurance company headquartered in Louisville, Kentucky. It is a subsidiary of Jefferson National Financial Corp., ultimately held by Nationwide Mutual Insurance Co. The firm develops and delivers value-added investment products, services to their clients. JNLIC-IP manages the insurance portfolio. | Finance |
YieldStreet, Inc.
 YieldStreet, Inc. Internet Software/ServicesTechnology Services YieldStreet, Inc. provide financial services. The firm specializes in finance marketplace, investment services, start up, financial technology, investment management, financial services, wealth management, and asset backed. The company was founded by Dennis Shields, Michael Weisz and Milind Mehere in 2014 and is headquartered in New York, NY. | Technology Services |
Envisics Ltd.
Envisics Ltd. Miscellaneous Commercial ServicesCommercial Services Envisics Ltd. engages in the provision of dynamic holographic platform. Its products include dal image plane; three-lane road coverage; superior image quality, resolution, brightness, and color saturation; and self-correcting. The company was founded by Jamieson Leigh Christmas in 2004 and is headquartered in London, the United Kingdom. | Commercial Services |
Pioneer Merger Corp.
 Pioneer Merger Corp. Financial ConglomeratesFinance Pioneer Merger Corp. is a blank check company, which was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. Its objective is to identify, acquire, and operate a business to generate attractive risk-adjusted returns for shareholders by effecting a business combination with a target company that is rapidly growing and ready for public market ownership. The company was founded on October 21, 2020 and is headquartered in New York, NY. | Finance |
Velocity Merger Corp.
 Velocity Merger Corp. Financial ConglomeratesFinance Velocity Merger Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses or entities. The company was founded on February 5, 2021 and is headquartered in Newport Beach, CA. | Finance |
| Tarsadia Enterprises LLC | |
The Tarsadia Group LLC
The Tarsadia Group LLC Financial ConglomeratesFinance The Tarsadia Group LLC is a multi-dimensional investor with a focus on multi-strategy investments. The company is based in Newport Beach, CA and has subsidiaries in the United States. The Tarsadia Foundation, a family foundation, has been active in service and philanthropic giving over the past decade. | Finance |
