Marie Conti-DeCaprio
Portfolio Manager-Aktien bei SAX Wealth Advisors LLC
Profil
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.
Aktive Positionen von Marie Conti-DeCaprio
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.02.2015 |
Ausbildung von Marie Conti-DeCaprio
| The Leonard N Stern School of Business | Masters Business Admin |
| Rutgers University- Newark | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
