Caleb Eplett
Chief Product Officer at YCharts
📍 Greater Chicago Area, United States
Caleb Eplett is the Chief Product Officer at YCharts, where he has built his entire career. He progressed from an account manager through sales and customer success to his current C-suite role, leveraging his finance background and a degree from Northwood University to shape the companys product strategy.
Outside of his professional life, Caleb is a competitive triathlete. He and his wife enjoy traveling and spending time together in the kitchen.
His career journey is unique, having risen from an entry-level sales position to Chief Product Officer all within the same company.
Read the full overview →Experience
17 Years
Current Role
Chief Product Officer
Job Level
Leadership
Location
Greater Chicago Area, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Caleb cares about
AI in Wealthtech
He is leading the launch of YCharts' agentic AI assistant, "Y", to automate complex advisor workflows, seeing AI as central to the future of portfolio creation and client conversations.
Advisor Workflows
Focuses on building technology that connects research, portfolio construction, and client communication to help advisors turn data into actionable insights more efficiently.
Career
Work history
10-2020
Chief Product Officer
YCharts
7-2018 - 10-2020
VP of Product Management
YCharts
1-2016 - 7-2018
Vice President - Sales & Customer Success
YCharts
1-2015 - 12-2015
Director of Account Management
YCharts
10-2012 - 12-2014
Account Manager
YCharts
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
2004 - 2008
Bachelor of Business Administration (BBA)
Northwood University
Social presence
Other YCharts Employees
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