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ABOUT OUR LEADERSHIP
Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Our professionals strive to provide actionable business advice that allows businesses to save money, strategically scale and perform at peak operational efficiency.
Meet our leadership
Marie DeCaprio, CFA®, CFP®
Partner
Expertise: Wealth Management
Parsippany, NJ | 973.859.2199 | decaprio@saxwa.com
Education
- Bachelor’s Degree in Economics, Rutgers University
- MBA in Finance, New York University Stern School of Business
About
Marie DeCaprio has been managing portfolios, developing financial plans, offering investment advice and providing other wealth management services for more than 30 years. She works with high-net-worth individuals, family-owned businesses and qualified retirement plans, offering comprehensive and highly customized services and strategic financial plans. In her role as partner, Marie leads initiatives to enhance the SAX client experience and develop the firm’s team of wealth advisors and portfolio managers.
Prior to joining SAX Wealth Advisors, Marie began her career at Prudential Investments before moving on to Citibank Private Bank and eventually founding MCD Advisors, LLC. She holds a Bachelor’s Degree in Economics from Rutgers University and an MBA in Finance from New York University Stern School of Business. Marie enjoys cooking in her free time, in between being a “dance mom” for her daughter and a spectator at her son’s diving competitions.