Advisors
Marie DeCaprio, CFA®, CFP®
Marie DeCaprio has been managing portfolios, developing financial plans, offering investment advice and providing other wealth management services for more than 27 years. At Sax Wealth Advisors, 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, Marie began her career at Prudential Investments before moving on to Citibank Private Bank and eventually founding MCD Advisors, LLC. She holds a B.A. in Economics from Rutgers University and an M.B.A. in Finance from New York University Stern School of Business.
> CLOSE BIO
Jo-Ann Gallerstein
Jo-Ann Gallerstein is a Principal with Sax Wealth Advisors, where she applies her expertise to helping individuals and families build sound financial futures. Jo-Ann works with a wide range of clients but has a particular talent for helping independent women navigate the specific and often complex challenges they face.
Prior to joining Sax, Jo-Ann founded and was the Managing Member of JG Advisors, LLC. Earlier in her career she worked in the fixed income markets on Wall Street.
Jo-Ann holds an M.B.A in Finance, with distinction from New York University and a Bachelor’s Degree from The Johns Hopkins University. In addition to diligently working to safeguard her clients’ financial futures, Jo-Ann enjoys spending time with her family in the Berkshires.
> CLOSE BIO
Michael Shenker, CPA
Michael joined Sax and was head of the firm’s financial services affiliate, Sax Wealth Advisors. With more than 25 years of experience in financial services, he specializes in investment management, portfolio design, estate and income tax planning and retirement planning. He advises individuals, families, corporations, and not-for-profit organizations in pursuing their long-term financial objectives and finding solutions to meet their needs. He is a personal financial specialist.
> CLOSE BIO
Kyle Stawicki, ChFC
Kyle Stawicki has been with Sax Wealth Advisors since 2006 and works with both private and institutional clients in the areas of portfolio management and wealth planning. He focuses his efforts on providing investment solutions tailored to meet the goals and objectives of each client. Kyle has provided financial consulting services to high net worth individuals in the private sector as well as to institutional clients, specializing in portfolio management and wealth planning. In addition, Kyle has extensive experience analyzing and managing retirement and 401(k) plans, formulating recommendations, transferring plans, establishing new plans, and selecting portfolios.
In 2011, he completed the Chartered Financial Consultant ChFC® designation from the American College. Kyle has a Bachelor of Science degree in Finance from Lehigh University.
> CLOSE BIO
