Advisory Board Member
Stu Caplan, CFP® is a Senior Wealth Strategist at Members’ Wealth, a boutique wealth management firm built for the next phase—of markets, of wealth, and of life. Stu delivers integrated investment strategy, tax-aware financial planning, and multigenerational wealth counsel to high-net-worth individuals, families, and business owners.
With over two decades of experience in portfolio management, estate strategies, and tax planning, Stu helps clients navigate life’s financial complexities with clarity and confidence. His career has spanned leadership roles in multi-family offices and RIAs, including serving as Principal and Chief Investment Officer at a prominent advisory firm focused on ultra-high-net-worth families.
Stu’s connection to SBN and PKD is both professional and deeply personal. He lives with polycystic kidney disease and draws inspiration from his mother, a kidney transplant recipient whose resilience fuels his advocacy. He is passionate about advancing PKD research and ensuring families affected by PKD have access to better education, resources, and hope.
Stu holds an MBA from the Robert H. Smith School of Business at the University of Maryland and a BSBA in Marketing and Entrepreneurship, cum laude with honors, from the Eller College of Management at the University of Arizona.
