Cameron Caprio2019-08-14T18:57:10+00:00

Board of Directors 2019-2020

Cameron Caprio, CPA, CFP ®

Cameron A. Caprio is a private wealth management professional who advises a select clientele of high-net-worth families on solutions for their unique, complex problems. Primarily, his advisory practice focuses on global families, entrepreneurs and business owners, and ultra-high-net-worth investors and family offices. Previously, Cameron was Financial Advisor at Alliance Bernstein and a Tax Consultant for Bessemer Trust where he worked with ultra-high-net-worth families to identify and implement complex income tax and wealth transfer strategies. Cameron is a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant.  He is a member of the Estate Planning Council of Greater Miami, the Greater Miami Tax Institute (GMTI), the American Institute of CPAs, and the Florida Institute of CPAs. Cameron serves as a volunteer on the Citizen Review Panel (CRP) in Miami-Dade County.