Magnus Financial Group LLC ("Magnus") is pleased to announce that
Anthony Natelli, CFA®, CAIA® has joined the firm as an Investment
Research Associate.
Anthony was previously an Assistant Vice President of Investments at
Dynasty Financial Partners in New York. While there, he provided
investment research to advisors that utilized Dynasty's wealth
management platform, was involved in the investment committee and
consulted on portfolio construction for high-net-worth
individuals. Prior to Dynasty, he worked as a Portfolio and New Accounts
Analyst for City National Rochdale and as a Representative for NYLIFE
Securities LLC associated with New York Life Insurance Company. "We are excited to bolster our investment research department with
the addition of Anthony Natelli," stated Michael Schwartz, CEO of
Magnus, adding, œWe expect him to make an impact right away and help us
serve our clients through these unprecedented times." Anthony is a bilingual investment professional having previously
maintained Series 7, 56 and 63 licenses. He holds the CHARTERED
FINANCIAL ANALYST„¢ (CFA®) and CHARTERED ALTERNATIVE INVESTMENT ANALYST
(CAIA®) designations. Anthony grew up in Westchester County, New York and earned a Bachelor
of Business Administration degree in Finance from the Iona College,
LaPenta School of Business, in New Rochelle, NY. Anthony has donated on
occasion to the Robin Hood Foundation, a charitable organization which
attempts to alleviate problems caused by poverty in New York City. About Magnus Financial Group: Magnus Financial Group LLC is an SEC-registered, independent
investment advisory firm located in New York City. Magnus provides
customized wealth management and financial planning services for clients
in all phases of their lives. As an independent RIA, Magnus provides
high-quality service with a personalized client approach. The firm was
founded in 2017 and consists of approximately 18 staff professionals,
including seven wealth advisors, investment operations, compliance and
marketing, research and trading personnel, client service members and
administrative support. source - https://www.newswire.com/news/magnus-financial-group-announces-anthony-natelli-cfa-caia-has-joined-21147396
| Company Name | Contact Person | Contact Number | Email Id | Website | Address |
|---|---|---|---|---|---|
| MAGNUS FINANCIAL GROUP | 8003391367 | service@magnusfinancial.com | http://www.magnusfinancial.com/ |
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