A Common Entrepreneurial Mistake and Three Questions to Help Avoid It

by Elle Kaplan | Jan 22, 2015 | Entrepreneurship, Success

It’s a tripping point for many an entrepreneur: spurred by one initial success, you get so excited that you try to build the entire shopping mall instead of focusing on the boutique. An entrepreneur’s instinct is to look for new opportunities, chances to...

Changing the Lack of Women Leaders in Finance

by Elle Kaplan | Dec 8, 2014 | Leadership, Women on Wall Street

A recent feature in the Financial Times shines a light on a very important piece of LexION Capital’s mission and my own personal work: the lack of women in leadership positions in the finance industry and the need to change it. The article notes that of the top...

An Impactful Way to Give Back This Thanksgiving

by Elle Kaplan | Nov 26, 2014 | inspiration, Leadership, Women on Wall Street

I recently blogged about how one of the things I am grateful for is the opportunity to help empower people through client-centric wealth management and help them take control of their financial lives. Another thing I am always thankful for is the influence of mentors....

Entrepreneurship Question: When To Go Public With Your Personal Story?

by Elle Kaplan | Aug 25, 2014 | Entrepreneurship, Leadership

Soon after founding my independent wealth management firm LexION Capital, I met a New York Times reporter. He was interested in doing a feature on the firm, our mission-driven approach and fiduciary standard. I turned him down, much to his surprise. At that point,...

Should You Become An Entrepreneur?

by Elle Kaplan | May 28, 2014 | Entrepreneurship

Here’s a business concept: a completely independent, client-centric, woman-owned, woman-run investment advisor: the anti-Wall Street, Wall Street firm. Oh, you mean you weren’t about to jump right on that? What’s your idea of turning a hobby into a...