LexION Alpha

Elle Kaplan

Financial Expert

Business Pioneer

Visionary Leader

Within a decade, Elle has gone from $200 in savings to becoming the CEO and Founder of LexION Capital and the CIO of Elle Capital. Elle previously spent a decade at Wall Street’s premier firms. She holds a bachelor’s degree from the University of Michigan, where she studied English and chemistry, and an executive MBA in finance from Columbia University.

Elle moved to NYC with a mission to reimagine Wall Street with a firm that operated at a fiduciary level. Her desire to revolutionize finance led to the creation of one of the only women-owned and women-run wealth management firms in the nation.

LexION Capital’s mission – bringing Main Street back to Wall Street – is what drives the fiduciary firm from the ground up. Every day, Elle strives to share “financial advice good enough for your mother.” Her honest and ethical approach is a core component of her visionary leadership and has been essential to her success.

Elle Kaplan is also the Chief Investment Officer of Elle Capital – a quantitative hedge fund.

Widely recognized as an industry expert, CNBC, Reuters Money, CNN, Forbes, and The Wall Street Journal, among others, have featured Elle’s advice on financial matters ranging from Social Security benefits claims to the municipal bond market.

Elle’s journey from corporate banker to independent asset manager is a compelling one – CBS, Fox, and others have profiled her work.

Elle uses her work to help real women – through her charity, mentorship, and entrepreneurial efforts. Whether it’s an institution seeking an investment solution or a middle-school student needing advice, Elle is proud to demystify investing with honesty, clarity, and simplicity.

Today Elle’s vision extends even further through Love the Hustle – a  community teaching women how to earn, do, and be more. Her upcoming book, Love the Hustle, focuses on financial and entrepreneurial achievement. Shared through stories of Elle’s real-life experiences, the publication offers an entertaining gaze into how anyone can gain an entrepreneurial spirit and become financial savvy.

Elle’s groundbreaking leadership and professional success have made her a sought-after public speaker. She has had the privilege of serving as a keynote speaker and expert panelist in various settings across the United States. Elle has twice addressed senior female military leaders at The Pentagon and offered the commencement address to Columbia University’s Executive MBA graduates in 2019.

A thought leader in finance, business and entrepreneurship, Elle has addressed leaders at Fortune 500 companies, board rooms, and conference rooms across the nation. She thrives on inspiring audiences to approach money and career with a fresh perspective.

Elle’s savvy humor, signature sass, and straightforward advice have earned her the nickname “The Wonder Woman of Wall Street.”

Elle is a frequent keynote speaker across the country. Her story and work have granted her the privilege of speaking at numerous events such as:

The Pentagon in Washington, DC, speaking before senior women of the U.S. Department of Defense, twice.

Condé Nast in New York City,
featured speaker
addressing leaders in business.

Inc. Magazine’s national GrowCo Conference in New Orleans.

Areas of Expertise:

Making That First Million: How to Make Your Money Work as Hard as You Do

How to Take the Reins of Your Life: Goals and Dreams Through Finance

Unlock Your Genius Zone and Go From Having a Job to
Loving Your Dream Career

Contact Elle to speak at your event.

Commencement

From Updates on Vimeo.

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