Marie Decaprio Cfp®, Cfa
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Marie Decaprio Cfp®, Cfa Email & Phone Number

Wealth Advisor at Sax Wealth Advisors, LLC
Location: New York City Metropolitan Area, United States 4 work roles 2 schools
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Current company
Role
Wealth Advisor
Location
New York City Metropolitan Area, United States
Company size

Who is Marie Decaprio Cfp®, Cfa? Overview

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Quick answer

Marie Decaprio Cfp®, Cfa is listed as Wealth Advisor at Sax Wealth Advisors, LLC, a with 16 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Marie Decaprio Cfp®, Cfa.

Marie Decaprio Cfp®, Cfa previously worked as Financial Planner at Mcd Advisors and Portfolio Manager at Citibank Asset Management. Marie Decaprio Cfp®, Cfa holds Mba, Finance from Nyu Stern School Of Business.

Company email context

Email format at Sax Wealth Advisors, LLC

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Sax Wealth Advisors, LLC

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Profile bio

About Marie Decaprio Cfp®, Cfa

Marie Decaprio Cfp®, Cfa is a Wealth Advisor at Sax Wealth Advisors, LLC.

Current workplace

Marie Decaprio Cfp®, Cfa's current company

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Sax Wealth Advisors, LLC
Sax Wealth Advisors, Llc
Wealth Advisor
parsippany, new jersey, united states
Website
Employees
16
AeroLeads page
4 roles

Marie Decaprio Cfp®, Cfa work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current

Clifton, Nj

Comprehensive financial planner and Investment Manager

Feb 2015 - Present

Financial Planner

Mcd Advisors

MCD Advisors is a fee only financial planning firm; a state registered investment advisor providing financial advice in the form of a comprehensive financial plan and/or hourly advice.

Nov 2003 - Jan 2016

Portfolio Manager

Citibank Asset Management

Fixed Income Portfolio Manager: Private Bank Clients

Oct 1997 - Feb 2001

Portfolio Manager

Fixed Income Mutual Fund portfolio manager: Municipal Bonds

Aug 1988 - Oct 1997
Team & coworkers

Colleagues at Sax Wealth Advisors, LLC

Other employees you can reach at saxwa.com. View company contacts for 16 employees →

2 education records

Marie Decaprio Cfp®, Cfa education

FAQ

Frequently asked questions about Marie Decaprio Cfp®, Cfa

Quick answers generated from the profile data available on this page.

What company does Marie Decaprio Cfp®, Cfa work for?

Marie Decaprio Cfp®, Cfa works for Sax Wealth Advisors, LLC.

What is Marie Decaprio Cfp®, Cfa's role at Sax Wealth Advisors, LLC?

Marie Decaprio Cfp®, Cfa is listed as Wealth Advisor at Sax Wealth Advisors, LLC.

Where is Marie Decaprio Cfp®, Cfa based?

Marie Decaprio Cfp®, Cfa is based in New York City Metropolitan Area, United States while working with Sax Wealth Advisors, LLC.

What companies has Marie Decaprio Cfp®, Cfa worked for?

Marie Decaprio Cfp®, Cfa has worked for Sax Wealth Advisors, Llc, Mcd Advisors, Citibank Asset Management, and Prudential Investments.

Who are Marie Decaprio Cfp®, Cfa's colleagues at Sax Wealth Advisors, LLC?

Marie Decaprio Cfp®, Cfa's colleagues at Sax Wealth Advisors, LLC include Julia Signorelli, Marie Decaprio Cfp®, Cfa, Uday Manghnani, Hetal Bhimani, and Eric Seidman, Aif®.

How can I contact Marie Decaprio Cfp®, Cfa?

You can use AeroLeads to view verified contact signals for Marie Decaprio Cfp®, Cfa at Sax Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Marie Decaprio Cfp®, Cfa attend?

Marie Decaprio Cfp®, Cfa holds Mba, Finance from Nyu Stern School Of Business.

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