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NEW YORK – December 15, 2020 – ( Newswire.com )
Magnus Money Group LLC (“Magnus”) is pleased to announce that Anna Caponsacco has joined the agency as Vice President of Expenditure Operations.
Prior to signing up for Magnus, Anna was a Senior Shopper Support Associate at Avestar Money, the place she was dependable for servicing consumer accounts, making studies, trading, and supporting advisors in every day responsibilities. Before signing up for Avestar, Anna worked at BBR Partners for more than 5 yrs, where by she held roles across Client Services and Wealth Advisory, servicing ultra-large-net-worthy of consumers. Prior to BBR Companions, she worked at Oppenheimer + Shut, a dually registered broker vendor and financial commitment adviser in New York, and Cambridge Associates in Arlington, Virginia.
“It has been a tough 12 months, but we are focused on making some strategic new hires,” said Michael Schwartz, CFP®, AEP®, CEO of Magnus, introducing, “Anna brings robust operational practical experience to bolster our investment decision functions group.”
Anna received her Bachelor of Business Administration in Finance with a minor in Economics, summa cum laude, from Queens School, CUNY. She is a CFA Amount II Prospect and previously maintained her Series 7, 66 and 55 licenses.
About Magnus Economical Group:
Magnus Monetary Group LLC is an SEC-registered, impartial financial investment advisory agency located in New York Metropolis. Magnus delivers customized wealth management and economic arranging providers for shoppers in all phases of their life. As an impartial RIA, Magnus delivers large-top quality assistance with a individualized consumer solution. The firm was started in 2017 and is composed of about 18 staff members pros, which includes 6 wealth advisors, investment decision functions, compliance and promoting, analysis and investing personnel, shopper assistance users and administrative guidance. Extra info can be identified at www.magnusfinancial.com.
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Cellular phone: 800-339-1367
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