Press release information from Newswire. The AP information workers was not involved in its creation.
NEW YORK – December 15, 2020 – ( Newswire.com )
Magnus Economic Group LLC (“Magnus”) is pleased to announce that Anna Caponsacco has joined the organization as Vice President of Financial investment Functions.
Prior to signing up for Magnus, Anna was a Senior Consumer Services Associate at Avestar Capital, the place she was responsible for servicing customer accounts, producing reports, buying and selling, and supporting advisors in day-to-day responsibilities. Before joining Avestar, Anna labored at BBR Companions for in excess of 5 yrs, exactly where she held roles across Consumer Companies and Prosperity Advisory, servicing ultra-large-internet-really worth clientele. Prior to BBR Associates, she labored at Oppenheimer + Shut, a dually registered broker seller and expenditure adviser in New York, and Cambridge Associates in Arlington, Virginia.
“It has been a difficult year, but we are focused on earning some strategic new hires,” said Michael Schwartz, CFP®, AEP®, CEO of Magnus, introducing, “Anna provides strong operational encounter to bolster our expenditure operations crew.”
Anna gained her Bachelor of Business enterprise Administration in Finance with a slight in Economics, summa cum laude, from Queens Faculty, CUNY. She is a CFA Amount II Candidate and beforehand managed her Collection 7, 66 and 55 licenses.
About Magnus Monetary Group:
Magnus Economic Team LLC is an SEC-registered, independent financial investment advisory agency situated in New York Metropolis. Magnus presents tailored wealth management and monetary scheduling products and services for consumers in all phases of their life. As an independent RIA, Magnus provides substantial-high quality provider with a personalized customer tactic. The agency was established in 2017 and is made up of about 18 staff members gurus, such as 6 prosperity advisors, expenditure functions, compliance and advertising, analysis and investing personnel, shopper provider members and administrative support. Additional data can be discovered at www.magnusfinancial.com.
Press Release Services by Newswire.com