Sax Wealth Advisors, LLC
Marie DeCaprio CFP®, CFA, is a seasoned financial professional with extensive experience in wealth management and investment management. Currently serving as a Wealth Advisor at Sax Wealth Advisors, LLC since February 2015, Marie provides comprehensive financial planning services. Previously, Marie held the position of Financial Planner at MCD Advisors from November 2003 to January 2016, a firm specializing in fee-only financial advice. Earlier roles include Portfolio Manager for Citibank Asset Management, managing fixed income for private bank clients, and serving as Portfolio Manager for Prudential Investments, focusing on municipal bond mutual funds. Marie holds an MBA in Finance from NYU Stern School of Business and a Bachelor's degree in Economics from Rutgers University.
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