Mitch Caplan is the President of the Tarsadia family of companies and oversees all of the firms’ investment verticals in financial services, healthcare, technology, and real estate. Mitch is responsible for establishing a long-term growth strategy, business development, and evolving culture. He thrives when partnering with successful companies during periods of high growth and complex turnarounds by leveraging technology, innovation, and business acumen.

Mitch also serves as CEO and Chairman of the Board of Willow Wealth (formerly Yieldstreet), the leading private markets investing platform. Under his leadership, Willow Wealth has raised new growth capital, secured broker-dealer status, and launched innovative solutions to bring more private market opportunities to individual investors.

Prior to Tarsadia, Mitch was a strategic CEO and Board Director with over 30 years of experience delivering multi-billion dollar impact through innovation, technology disruption, and leadership in the financial services industry, including E*Trade Financial (Nasdaq:ETFC), Telebanc Financial Corp (Nasdaq:TBFC), and Jefferson National Financial Corp (acquired by Nationwide). At E*Trade, Mitch architected the first fully integrated online financial services firm; at Telebanc, he built the industry’s leading and largest branchless bank; and at Jefferson National, he developed a differentiated tech-enabled tax-deferred investment platform.

Mitch has served dozens of institutions as a board member in both the corporate and nonprofit worlds. He earned a J.D. and MBA from Emory University and a bachelor’s degree in History from Brandeis University. He is a passionate worldwide traveler and incredibly proud grandfather who loves family vacations on every continent.

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