Magnus Financial Group Announces Joseph M. Eppedio, MBA, Has Joined the Firm as a Senior Investment Associate
NEW YORK, May 18, 2023 (Newswire.com) - Magnus Financial Group LLC ("Magnus") is pleased to announce that Joseph M. Eppedio, MBA, has joined the firm as a Senior Investment Associate in the Investment Research & Trading Department.
Eppedio, prior to joining Magnus, was an Assistant Vice President in the Investment Department of Morgan Stanley Wealth Management. He demonstrated exceptional leadership by spearheading the development of two innovative advisory programs for institutional and offshore clients. He also helped lead the charge in building new programs and offerings and played a role in business risk management initiatives, showcasing his expertise in identifying and mitigating potential risks.
"We are very excited that Joseph has joined the Magnus team," stated Michael Schwartz, CFP®, AEP®, Magnus' CEO, adding, "His background and experience will no doubt be assets as Magnus continues on its growth trajectory."
Eppedio has an MBA in Finance and a Bachelor of Science in Finance from Sacred Heart University -- John F. Welch College of Business. He previously maintained Series 7 and 66 licenses.
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. Magnus was founded in 2017 and consists of a team of wealth advisors and personnel that supports a variety of departments including investment & insurance operations, research and trading, compliance, and marketing.
For media inquiries, please contact:
Thomas Barber at 800-339-1367
Source: Magnus Financial Group LLC