NEW YORK, Dec. 15, 2020 /PRNewswire/ — Magnus Monetary Group LLC (“Magnus”) is happy to announce that Anna Caponsacco has joined the agency as Vice President of Funding Operations.
Previous to becoming a member of Magnus, Anna was a Senior Shopper Service Affiliate at Avestar Capital, the place she was accountable for servicing shopper accounts, producing stories, buying and selling, and supporting advisors in day by day duties. Earlier than becoming a member of Avestar, Anna labored at BBR Companions for over 5 years, the place she held roles throughout Shopper Companies and Wealth Advisory, servicing ultra-high-net-worth purchasers. Previous to BBR Companions, she labored at Oppenheimer + Shut, a dually registered dealer seller and funding adviser in New York, and Cambridge Associates in Arlington, Virginia.
“It has been a difficult yr, however we’re targeted on making some strategic new hires,” acknowledged Michael Schwartz, CFP®, AEP®, CEO of Magnus, including, “Anna brings strong operational expertise to bolster our funding operations crew.”
Anna acquired her Bachelor of Enterprise Administration in Finance with a minor in Economics, summa cum laude, from Queens School, CUNY. She is a CFA Stage II Candidate and beforehand maintained her Collection 7, 66 and 55 licenses.
About Magnus Monetary Group:
Magnus Monetary Group LLC is an SEC-registered, impartial funding advisory agency positioned in New York Metropolis. Magnus supplies custom-made wealth administration and monetary planning providers for purchasers in all phases of their lives. As an impartial RIA, Magnus supplies high-quality service with a customized shopper method. The agency was based in 2017 and consists of roughly 18 workers professionals, together with six wealth advisors, funding operations, compliance and advertising and marketing, analysis and buying and selling personnel, shopper service members and administrative help. Extra info might be discovered at www.magnusfinancial.com.
SOURCE Magnus Monetary Group LLC