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Jesse Kapito

Investment Operations Analyst at Marshall Financial Group

  • LinkedIn

I am currently the Investments Operations lead for The Marshall Financial Group, a group in New York City working on providing services to help clients and their families achieve their fi...

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MARSHALL FINANCIAL GROUP

MARSHALL FINANCIAL GROUP

  • description Description
    Marshall Financial Group is an independent wealth management firm and Registered Investment Advisor (RIA) dedicated to growing and protecting our clients financial assets throughout every pha...

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  • Employees count Employees 1-10
  • Revenue Revenue 5 Million to 10 Million
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Marshall Financial Group Org Chart and Mapping

Employees

Sarah Jones

Client Service and Operations Specialist

Pete Marshall

President, Senior Financial Advisor

Amy Sommers

Registered Client Service Associate

Lisa Pezzella

Financial Services Specialist

Jesse Kapito

Investment Operations Analyst

Frequently Asked Questions Regarding Jesse Kapito

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Answer: Jesse Kapito works Marshall Financial Group located at 225 International Cir, Hunt Valley, Maryland, 21030, United States

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  • Phone number  :  (***)-***-****
  • Email  :  j****@marshallfinancialgroup.com

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