Marie Conti-DeCaprio
Portfolio Manager-Aktien bei SAX Wealth Advisors LLC
Aktive Positionen von Marie Conti-DeCaprio
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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 | - |
Karriereverlauf von Marie Conti-DeCaprio
Ausbildung von Marie Conti-DeCaprio
| Rutgers University- Newark | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
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 |
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