Fmr. E*Trade CEO: Private Markets Must Promote Education
Mitchell Caplan, CEO of Willow Wealth and former E*TRADE CEO, says the firm focuses on emerging high-net-worth clients who fall between mass affluent and ultra-high-net-worth investors and tend to be...
By Bloomberg Markets · Bloomberg Markets
Mitchell Caplan, CEO of Willow Wealth and former E*TRADE CEO, says the firm focuses on emerging high-net-worth clients who fall between mass affluent and ultra-high-net-worth investors and tend to be more sophisticated. He speaks with Romaine Bostick and Katie Greifeld on “The Close.” (Source: Bloomberg)