J.T. Caputo, Associate

J.T. Caputo develops personalized strategies that align directly with his clients’ financial goals. His experience lies in wealth management and financial planning, with an emphasis on tax, estate, and retirement planning. Furthermore, he focuses on business development and new client acquisition for the firm.

J.T. received his B.A. from Princeton University with a major in Politics. While at Princeton J.T. was a member of the Undergraduate Politics Committee and a defensive midfielder on the varsity men’s lacrosse team. 

J.T. is originally from Long Island and enjoys an active lifestyle. In his spare time, J.T. participates in organized sports and cross-training. Among other things, J.T. enjoys the beach, playing guitar, and traveling.