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Aaron Capan

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Aaron Capan

Financial Advisor | Stifel Financial Corp.

Los Angeles Metropolitan Area United States, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Moderate Tenure

Immigrant

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Aaron Capan

Work Experience

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Managing Director/Investments - Stifel at

Stifel Financial Corp.

May 2023 - Present

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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

mail

***********@wellsfargoadvisors.com

***********@stifel.com

Colleagues

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Harry Bindreiter

Vice President/Investments

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Harry Fischer

Analyst - Equity & Equity-Linked Capital Markets

Heather Pecoraro

Vice President, Conversion Specialist

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Mark Ridley

Marketing Trainee / Registered Representative

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Mark Scaglione

Investment Advisor

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Mark Severson

outside sales

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Mark Stevenson

Investment Representative

Lee Gomes

Deputy General Counsel and First Vice-President

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