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Our Company

Our Team

Our team has more than 200 years of experience as former CPAs, attorneys in corporate, tax & estate law, investment banking, and insurance who can help your company optimize insurance and risk management expenditures.

John Capasso

Chairman & CEO

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Debra Gaglioti

President & CFO

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Logan Gray

Chief Operating Officer

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David Neufeld

Independent General Counsel

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William Megna

Special Counsel

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  • Five Greentree Centre
  • 525 Route 73 North, Suite 218
  • Marlton, New Jersey 08053
  • 888-305-8889

About Us

Captive Planning Associates is a boutique captive management firm specializing in providing innovative alternative risk solutions to closely-held family-owned businesses and large corporations.

Resources

  • Learn About Captives
  • Code of Conduct
  • Client Portal

Latest News

  • Captive Planning Associates Announces Adherence to SIIA Captive Manager Code of Conduct
  • Captive Planning Associates Speaking at SIIA 38th Annual National Educational Conference
  • Court Concludes Micro Captive Tax Elections Invalid
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