Cepa Salvatore M. Capizzi

Salvatore M. Capizzi, CEPA has a wealth of experience in various leadership roles within the financial industry. Salvatore M. served as the Chief Sales & Marketing Officer/Executive Vice President at Dunham & Associates, where they revitalized and expanded the firm's TAMP program, mutual fund, and Trust Company business. Prior to that, they were the CEO/Global Wealth Management of ThomasLloyd Group, where they successfully established sales and distribution in Europe and the Americas. Salvatore M. also worked at New York Life Investments as the Executive Vice President/Retail Sales, where they reengineered relationships within the asset management group, resulting in a significant increase in internal sales. Mr. Capizzi was the Executive Vice President at BlackRock Financial Management, responsible for starting up and growing mutual funds in the wirehouse distribution channel. Salvatore M. began their career at Shearson Lehman Brothers as the Senior Vice President/National Sales Manager/Mutual Funds.

Salvatore M. Capizzi, CEPA, holds a BA in History from Baruch College. Salvatore M. also obtained a certification as a Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute. In addition, they have certifications in Series 7, 24, 63, and 65 from FINRA. Salvatore M. also attended The Wharton School, where they completed The Securities Industry Institute® (SII) program.