CIC Wealth
Frank Cappadora has extensive experience in the financial industry. From 2007 to the present, they have been the Managing Partner/CCO for CIC Wealth, where they are responsible for operations management, serves as a member of the investment committee, and oversees the implementation and monitoring of the firm's compliance program. Prior to that, from 2000 to 2007, they worked as an Investment Advisor for Harvest Investment Consultants.
Frank Cappadora obtained a Bachelor's degree in Finance, General from Towson University. Frank attended Towson University from 1988 to 1993. Prior to their college education, they graduated from North Carroll High School. The duration of their attendance and any degree or field of study information for North Carroll High School were not specified.
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CIC Wealth
As your wealth management company, we are determined to help you balance all the pieces of your financial life, from your retirement plan to planning for your children’s educations; from proactively managing your money to preparing you for the unexpected. We are dedicated to helping you design a life well calculated by employing a simple equation: KNOWLEDGE + CARE + COMMITMENT = FINANCIAL SECURITY CIC Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. CIC Wealth considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, CIC Wealth generally retains copies of information that CIC Wealth or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of CIC Wealth or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by CIC Wealth’s advisory persons after entering into an advisory agreement and provided CIC Wealth with all requested background and account information. If you have any questions regarding our policies, please Contact Us