Background
Caplitz, Gregg D. was born on February 10, 1959 in Malden, Massachusetts, United States. Son of Herman and Florence (Freedman) Caplitz.
Caplitz, Gregg D. was born on February 10, 1959 in Malden, Massachusetts, United States. Son of Herman and Florence (Freedman) Caplitz.
Bachelor of Science, Boston College, 1981; Master of Science, College for Finance Planning, Denver, 1993; Master of Science, College for Finance Planning, 1994.
Registered representative, First Investors Corporation, Chelsea, 1984-1985; vice president, branch manager, Linsco/Private Ledger, Boston, 1985-1991; vice president, N.E. Finance Cons., Lynnfield, Massachusetts, 1985-1990; senior design consultant, Insight Onsite Finance Solutions, Woburn, Massachusetts, since 1990.
Member Institute Certified Finance Planners, Investment Company Institute, International Association Finance Planners (vice president 1991-1992, president 1992-1993, chairman 1993-1994, president 1994-1997), New England Institute of Finance Education (executive director since 1992), Registry Finance Planners.
