LeadIQ logo
Learn more at LeadIQ.com

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

Minus sign iconPlus sign icon
  • United States Of America
    6

Carapace Financial Advisors's Leadership

  • Stylized image of a person
    R. Z.
    President And Cio
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. J. A.
    Executive Vice President & Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. M.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. M.
    Managing Director And Senior Porfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. T.
    Associate
    Phone icon
    Mobile Phone

Carapace Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Carapace Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. J. A.
    Executive Vice President & Chief Compliance Officer
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Apr 15, 2026
  • Stylized image of a person
    R. Z.
    President And Cio
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Apr 12, 2024
  • Stylized image of a person
    W. M.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Apr 12, 2024
  • Stylized image of a person
    T. M.
    Managing Director And Senior Porfolio Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Aug 11, 2025
  • Stylized image of a person
    R. T.
    Associate
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 19, 2025

Frequently Asked Questions

What is Carapace Financial Advisors known for?

Minus sign iconPlus sign iconCarapace Financial Advisors was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in Bedminster, New Jersey 07921 United States. 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 . 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 April 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of April 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.

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.

© LeadIQ, Inc. All rights reserved.