![Mitch Caplan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mitch Caplan
Chief Executive Officer at
VELOCITY MERGER CORP.
Profile
Mitch H.
Caplan is Chief Executive Officer at JNF Advisors, Inc., Velocity Merger Corp.
(Chairman & Chief Executive Officer), Willow Wealth, Inc. (Chairman & Chief Executive Officer since 2021), and Tarsadia Investments LLC (President since 2017).
Starting in 2025, Chief Executive Officer at Willow Asset Management LLC and Willow Asset Management LLC (Investment Management).
Director at Modern Bank, NA (New York), LERETA LLC, JDRF International, Modern Financial, Inc. (since 2000), PCS Retirement LLC (since 2018), Insured Retirement Institute, Envisics Ltd., and Pioneer Merger Corp.
(Independent Director since 2021).
Formerly President & Chief Executive Officer at TeleBanc Financial Corp., Chief Executive Officer & Director at E*TRADE Financial Corp.
(2003–2007), 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) (2010–2017), 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 undergraduate degree from Brandeis University (1979), MBAistration from Goizueta Business School-Emory (1982), and graduate degree from Emory University School of Law (1985).
Mitch Caplan active positions
| Companies | Position | Start |
|---|---|---|
| PIONEER MERGER CORP. | Director/Board Member | 07/01/2021 |
| VELOCITY MERGER CORP. | Chief Executive Officer | - |
PCS Retirement LLC
 PCS Retirement LLC Investment ManagersFinance Provides retirement programs | Director/Board Member | 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. | Chief Executive Officer | 01/06/2025 |
YieldStreet, Inc.
 YieldStreet, Inc. Packaged SoftwareTechnology Services Develops investment management platform | Chief Executive Officer | 01/06/2025 |
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. | Private Equity Investor | 01/01/2017 |
LERETA LLC
 LERETA LLC Other Consumer ServicesConsumer Services Provides real estate property tax and flood insurance certification services | Director/Board Member | - |
Envisics Ltd.
 Envisics Ltd. Electronic Production EquipmentElectronic Technology Develops holographic displays for automotive industry | Director/Board Member | - |
Modern Bank, NA (New York)
 Modern Bank, NA (New York) Regional BanksFinance Operates as a bank holding company whose subsidiaries provides commercial banking services | Director/Board Member | - |
| ░░░░░░ ░░░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
Former positions of Mitch Caplan
| Companies | Position | End |
|---|---|---|
| ░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░░ | ░░░░░ ░░░░░░░░░ ░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░░ ░░░░░░░░░░ ░░░ | ░░░░░ ░░░░░░░░░ ░░░░░░░ | ░░░░░░░░░░ |
| ░░░ ░░░░░░░░░ ░░░░ | ░░░░░░░░ | - |
| ░░░░░░░ ░░░░ | ░░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░ | ░░░░░░░ ░░░░░░ ░░░░░░░░ | - |
Training of Mitch Caplan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
73
1st degree connections
25
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Mitch Caplan
