Carapace Financial Advisors Employee Directory

Q: What is Carapace Financial Advisors known for?

Carapace Financial Advisors was founded in 2017. Carapace Financial Advisors operates in the Financial Services industry.

Q: How many employees does Carapace Financial Advisors have currently?

Carapace Financial Advisors has approximately 5 employees.

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

Carapace Financial Advisors's key employees include: Executive Vice President & Chief Compliance Officer: G. J. A., President And Cio: R. Z..

Financial ServicesUnited States2-10 Employees

A carapace is the technical name for the shell that protects sea turtles from unforeseen danger and risks. Carapace Financial was established with a similar goal – to protect clients from unforeseen market risks through the use of customized options strategies. 

Carapace Financial is an “advisor-to-advisors” RIA that focuses solely on providing customized options and hedging solutions. With more than 100 years of collective Wall Street experience, the Carapace Financial team offers a wide range of investment strategies that seek to protect client wealth, supplement income and provide long-term growth.

At Carapace, we understand that client needs can be complex, especially today. Our combination of focus and experience is what enables us to deliver solutions to advisor clients that reduce portfolio risk and enhance outcomes for their clients.

Find Carapace Financial Advisors employees' phone numbers or email addresses

Carapace Financial Advisors Global Highlights

North America
6

United States Of America
6

Carapace Financial Advisors's Leadership

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

Contact profiles from Carapace Financial Advisors

Name

Title

Contact Info

Location

Last Update

G. J. A.
Executive Vice President & Chief Compliance Officer
Mobile Phone
Email
United StatesNew Jersey
Aug 11, 2025
R. Z.
President And Cio
Mobile Phone
Email
United StatesNew Jersey
Aug 08, 2025
W. M.
Managing Director
Mobile Phone
Email
United StatesMassachusetts
Sep 10, 2025
T. M.
Managing Director And Senior Porfolio Manager
Mobile Phone
Email
United StatesNew York
Aug 11, 2025
R. T.
Associate
Mobile Phone
Email
United StatesNew York
Oct 19, 2025

Frequently Asked Questions

What is Carapace Financial Advisors known for?

Carapace Financial Advisors was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in One Pluckemin Way, Suite 203 Bedminster, NJ 07921, US. Explore Carapace Financial Advisors's company overview page for more information.

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

Carapace Financial Advisors employees' email format typically follows the pattern of . 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?

Carapace Financial Advisors has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.