The Team Working for You

We are a group of professionals who possess decades of excellence and diverse experience in the financial services industry. Our team expends significant energy and attention toward managing your assets in accordance with the values and principals that you embrace. Earning your trust is a vital component in our relationship and is ultimately our most distinguishing attribute.

Meet the Team

Robert A. Connell, CFP – Chief Executive Officer

Bob is the visionary behind Apex Financial Advisors. With over 37 years of experience in financial planning, and as one of the first CFPs in the country, Bob is truly a groundbreaker in the financial services industry. A graduate of Pennsylvania State University, Bob earned a Bachelor’s Degree in Aerospace Engineering. After receiving his degree, Bob completed advanced studies and research for NASA for two years as a graduate student. Bob implements a Family Office approach to Wealth Management by focusing on assisting high net worth individuals with their financial and personal goals.

Bob has been a power yoga instructor for over 12 years; this assists him and his clients in maintaining a higher quality of life. He also teaches high performance driving on racetracks throughout the northeast and fosters dogs for rescue organizations.

William F. Davis – Vice President – Relationship Manager

Bill brings 15 years of experience in client relations and communication, most recently working with financial advisors at Janney Montgomery Scott, a wealth management firm headquartered in Philadelphia. Bill received an undergraduate degree from La Salle University and a graduate degree from Temple University; he is currently pursuing a second graduate degree at the Haub School of Business at Saint Joseph’s University.

Bill sits on the board of directors for a local athletic association, actively volunteers for and participates in the La Salle University Alumni Association, teaches as an adjunct professor and is a performing musician.

Stuart Caplan – Director of Portfolio Management

Stu brings 8 years of diverse experience to the team. He most recently worked for Brickell Capital Management, a multi-family investment office in Miami, where he managed and implemented several trading strategies and hedge fund-of-funds portfolios for the firm. He began his career with his family’s art supply business, Plaza Artist Materials, a regional retail chain with 12 locations. Stu received his MBA from the Robert H. Smith School of Business at the University of Maryland in 2008 and his BSBA in marketing and entrepreneurship, cum laude, with honors from the Eller College of Management at the University of Arizona in 2002.

Stu and his wife recently relocated to Newtown, PA along with their son. He is an avid golfer and is looking forward to joining a softball league.

Bryan Gross – Vice President – Account Services

Shortly after graduating from Ithaca College in 1995, Bryan began his career working for the Philadelphia Stock Exchange. Over the next 15 years he continued to build a career in the financial services industry. In that time, Bryan has amassed a wealth of financial operations knowledge. One of his most recent experiences include working as a Specialist/Trader at Lockwood Financial, a pioneer of the Separately Managed Accounts industry. He was also an Account Administrator for Pitcairn Financial Group, one of the innovators of the multi-family office in the Wealth Management Industry.

Bryan is also an accomplished football official. He has officiated games at both the High School and Collegiate levels, including multiple Philadelphia Catholic League finals and the Philadelphia City Championship.

Diane Jones – Client Services Administrator