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Aaron Capan
Aaron Capan
Financial Advisor | Stifel Financial Corp.
Los Angeles Metropolitan Area United States, United States
Aaron Capan
Summary
Aaron Capan is a seasoned Managing Director at Stifel, specializing in wealth management and financial solutions for individuals, corporations, and charitable foundations. With a strong educational background in Mathematics and Economics from UCLA, he combines analytical skills with practical experience in the financial markets. Aaron's career spans several prestigious firms, including Morgan Stanley and Wells Fargo Advisors, where he honed his expertise in investments and financial advisory. He is fluent in both English and Spanish, which enhances his ability to communicate effectively with a diverse clientele. Residing in Lima, Peru, he is well-versed in the complexities of global finance and economic trends. Aaron is committed to educating clients about the evolving economic landscape, ensuring they make informed financial decisions. His leadership style is characterized by a collaborative approach, fostering strong relationships built on trust and transparency. Outside of work, he actively engages in discussions about emerging financial technologies and their impact on wealth management.
Aaron Capan
Work Experience
Managing Director/Investments - Stifel at
Stifel Financial Corp.
May 2023 - Present
Aaron Capan
Education
University of California, Los Angeles, Bachelor of Science, Mathematics/Economics
January 1999 - January 2004
Frequently Asked Questions about Aaron Capan
What is Aaron Capan email address?
Aaron Capan's primary email address is ***********@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Aaron Capan work for?
Aaron Capan is a Financial Advisor at Stifel Financial Corp..
Where Aaron Capan graduated from?
Aaron Capan holds a degree in null from University of California, Los Angeles.
How can I directly contact Aaron Capan?
To contact Aaron Capan directly, you can use the email address ***********@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.
Is Aaron Capan an immigrant?
Yes, Aaron Capan is an immigrant and currently based in United States
Who is Aaron Capan?
Aaron Capan is a seasoned Managing Director at Stifel, specializing in wealth management and financial solutions for individuals, corporations, and charitable foundations. With a strong educational background in Mathematics and Economics from UCLA, he combines analytical skills with practical experience in the financial markets. Aaron's career spans several prestigious firms, including Morgan Stanley and Wells Fargo Advisors, where he honed his expertise in investments and financial advisory. He is fluent in both English and Spanish, which enhances his ability to communicate effectively with a diverse clientele. Residing in Lima, Peru, he is well-versed in the complexities of global finance and economic trends. Aaron is committed to educating clients about the evolving economic landscape, ensuring they make informed financial decisions. His leadership style is characterized by a collaborative approach, fostering strong relationships built on trust and transparency. Outside of work, he actively engages in discussions about emerging financial technologies and their impact on wealth management.
Aaron`s contact details
***********@wellsfargoadvisors.com
***********@stifel.com
Colleagues
Vice President/Investments
SR VP
Analyst - Equity & Equity-Linked Capital Markets
Clerk
Vice President, Conversion Specialist
Marketing Trainee / Registered Representative
Investment Advisor
outside sales
Investment Representative
Deputy General Counsel and First Vice-President