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Carapace Financial Advisors Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Carapace Financial Advisors is a registered investment adviser that operates on an advisor-to-advisor model, concentrating on bespoke options strategies and hedging techniques. The firm aims to shield client portfolios from unforeseen market risks by tailoring risk-management solutions. With a collective depth of Wall Street experience spanning more than a century, the team offers a range of strategies intended to preserve wealth, generate income, and support long-term growth.

Based in Bedminster, New Jersey, Carapace Financial Advisors operates with a small professional team. Its focus is exclusively on designing customized options and hedging strategies for advisor clients and their portfolios.

Find Carapace Financial Advisors employees' phone numbers or email addresses

Carapace Financial Advisors Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Carapace Financial Advisors's Leadership

  • President And Cio at Carapace Financial Advisors
    R. Z.
    President And Cio
    Mobile Phone
  • Executive Vice President & Chief Compliance Officer at Carapace Financial Advisors
    G. J. A.
    Executive Vice President & Chief Compliance Officer
    Mobile Phone
  • Managing Director at Carapace Financial Advisors
    W. M.
    Managing Director
    Mobile Phone
  • Managing Director And Senior Porfolio Manager at Carapace Financial Advisors
    T. M.
    Managing Director And Senior Porfolio Manager
    Mobile Phone
  • Associate at Carapace Financial Advisors
    R. T.
    Associate
    Mobile Phone

Carapace Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Carapace Financial Advisors

Name
Title
Contact
Location
Last Update
  • Executive Vice President & Chief Compliance Officer at Carapace Financial Advisors
    G. J. A.
    Executive Vice President & Chief Compliance Officer
    Mobile Phone
    United States, New Jersey
    Apr 15, 2026
  • President And Cio at Carapace Financial Advisors
    R. Z.
    President And Cio
    Mobile Phone
    United States, New Jersey
    May 28, 2026
  • Managing Director at Carapace Financial Advisors
    W. M.
    Managing Director
    Mobile Phone
    United States, Massachusetts
    Jun 29, 2026
  • Managing Director And Senior Porfolio Manager at Carapace Financial Advisors
    T. M.
    Managing Director And Senior Porfolio Manager
    Mobile Phone
    United States, New York
    Jun 25, 2026
  • Associate at Carapace Financial Advisors
    R. T.
    Associate
    Mobile Phone
    United States, New York
    Jun 26, 2026

Frequently Asked Questions

What is Carapace Financial Advisors known for?

Minus sign iconPlus sign iconCarapace Financial Advisors was founded in 2017 and operates in the Financial Services industry. Explore Carapace Financial Advisors's company overview page for more information.

What is Carapace Financial Advisors's most common email format?

Minus sign iconPlus sign iconCarapace Financial Advisors employees' email format typically follows the pattern of FLast@carapacefinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Carapace Financial Advisors email formats with LeadIQ.

How many employees does Carapace Financial Advisors have currently?

Minus sign iconPlus sign iconCarapace Financial Advisors has approximately 5 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Carapace Financial Advisors's key employees and leadership?

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As of September 2026, Carapace Financial Advisors's key employees include:

  • President And Cio: R. Z.
  • Executive Vice President & Chief Compliance Officer: G. J. A.
  • Managing Director: W. M.
  • Managing Director And Senior Porfolio Manager: T. M.
  • Associate: R. T.

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