Marie Conti-DeCaprio
Portefeuillebeheerder-Aandelen bij SAX Wealth Advisors LLC
Profiel
Ms. Marie Conti-DeCaprio, CFA MBA, is a Partner at SAX Wealth Advisors LLC.
She has been managing portfolios, developing financial plans, offering investment advice and providing other wealth management services for more than 30 years.
She works with high-net-worth individuals, family-owned businesses and qualified retirement plans, offering comprehensive and highly customized services and strategic financial plans.
In her role as partner, Ms. Conti-DeCaprio leads initiatives to enhance the Sax client experience and develop the firm’s team of wealth advisors and portfolio managers.
Prior to joining Sax Wealth Advisors, she began her career at Prudential Investments before moving on to Citibank Private Bank and eventually founding MCD Advisors, LLC.
Ms. Conti-DeCaprio holds a Bachelor’s Degree in Economics from Rutgers University and an MBA in Finance from New York University Stern School of Business.
Actieve functies van Marie Conti-DeCaprio
| Bedrijven | Functie | Begin |
|---|---|---|
SAX Wealth Advisors LLC
 SAX Wealth Advisors LLC Investment ManagersFinance SAX Wealth Advisors LLC (SAXWA) is a SEC-registered investment advisor headquartered in Parsippany, New Jersey. The firm was founded in 1999 and formerly known as SMF Financial Advisors LLC. They are wholly owned by an affiliated accounting firm, SAX LLP. SAXWA manages investment portfolios and offers wealth management services for a wide range of clients which includes individuals/high net-worth individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses. | Portefeuillebeheerder-Aandelen | 01-02-2015 |
Opleiding van Marie Conti-DeCaprio
| The Leonard N Stern School of Business | Masters Business Admin |
| Rutgers University- Newark | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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SAX Wealth Advisors LLC
SAX Wealth Advisors LLC Investment ManagersFinance SAX Wealth Advisors LLC (SAXWA) is a SEC-registered investment advisor headquartered in Parsippany, New Jersey. The firm was founded in 1999 and formerly known as SMF Financial Advisors LLC. They are wholly owned by an affiliated accounting firm, SAX LLP. SAXWA manages investment portfolios and offers wealth management services for a wide range of clients which includes individuals/high net-worth individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses. | Finance |
