Marie Conti-DeCaprio
Portefeuillebeheerder-Aandelen bij SAX Wealth Advisors LLC
Actieve functies van Marie Conti-DeCaprio
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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 | - |
Loopbaan van Marie Conti-DeCaprio
Opleiding van Marie Conti-DeCaprio
| Rutgers University- Newark | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
Sectoraal
| Consumer Services | 3 |
| Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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 |
