Marie Conti-DeCaprio
Portfolio Manager-Equities at SAX Wealth Advisors LLC
Marie Conti-DeCaprio active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Portfolio Manager-Equities | 2015-01-31 | - |
Career history of Marie Conti-DeCaprio
Training of Marie Conti-DeCaprio
| Rutgers University- Newark | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
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