CMEYER Capital Group - Marlton, NJ

 

 

 

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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Featured Team Member

Thomas C. Meyer, AIF®

Thomas C. Meyer is the Chief Executive Officer for Meyer Capital Group, a fee-only investment management and financial planning firm dedicated to helping their clients build wealth through a consistent, disciplined investment process....

Maria Alexander

Maria Alexander is an expert Data Administrator for Meyer Capital Group, with more than 30 years of industry experience. Her duties have increased dramatically over the years to currently include responsibility for the portfolio...

Suzanne Petrina

Suzanne Petrina, Client Relationship Specialist at Meyer Capital Group is in her fifth year in the financial services industry. She works closely between the clients and the marketing and investment teams by providing account...

Michael Howley, CFP®

Michael J. Howley is a CERTIFIED FINANCIAL PLANNER™ and Relationship Manager at Meyer Capital Group. His two main responsibilities include establishing new client relationships and supporting existing client objectives. Michael...

Linda MacGregor

Linda MacGregor is a Client Relationship Specialist at Meyer Capital Group. She has 20 years of experience in the financial industry that includes 15 years of client service with Morgan Stanley. She was the lead client service...

Danielle Margulis, CFP®

Danielle Kaye Margulis is a CERTIFIED FINANCIAL PLANNER™ and Portfolio Manager at Meyer Capital Group. She creates financial needs assessments and full financial plans for MCG clients. Danielle serves on the SEC Committee....

Timothy J. McGeeney, AIF®, CFS®

Timothy J. McGeeney is a Vice President and Senior Portfolio Manager that joined Meyer Capital Group in 2002. He leads the Investment Committee that is responsible for transforming research and the firms due-diligence process into...

Thomas P. Meyer

Thomas P. Meyer works as a Portfolio Manager at Meyer Capital Group. His main responsibilities include investment research, trading, and rebalancing client portfolios. Tom also serves as an Investment Committee member and plays an...

Debbie Meyer

Deborah A. Meyer is Meyer Capital Group’s Human Resource Manager. To name just a few of her many tasks, Debbie is responsible for the payroll, accounts payable, and insurance. Debbie brings more than 25 years of extensive...

Stephanie Rapacchia

Stephanie Rapacchia is an Administrator at Meyer Capital Group. She is tasked with monitoring the firm’s client relationship management data and internal compliance audits among other critical objectives that make the firm...

Marianne Rullo, MBA, AIF®

Marianne Rullo is a Portfolio Manager and Investment Committee Member at Meyer Capital Group who has been working in the financial services industry for more than 25 years. She is a specialist in reviewing portfolios and is passionate...

Michael Smithwick, MBA, CPA, CFA®

Michael Smithwick is a Portfolio Manager, working with clients to create individual investment strategies based on financial objectives and risk tolerance. He manages all aspects of client portfolios and is responsible for the...

Patricia Sperduto, CFP®, MBA, AIF®

Patricia Hordis Sperduto is a CERTIFIED FINANCIAL PLANNER™ and Portfolio Manager at Meyer Capital Group. She is responsible for Investment Management and Financial Planning, with specialties in retirement, tax, and investment...

Frank Zuccarelli, MBA

Frank Zuccarelli, is a Vice President and Relationship Manager at Meyer Capital Group. Frank serves on various teams including the Investment Committee. His focus is on establishing strong relationships with new clients while nurturing...

Nina Zuccarelli

Nina Zuccarelli is the Chief Operating Officer at Meyer Capital Group and is responsible for the daily operation of the organization. This role provides the leadership, management and the vision necessary to ensure we have the proper...

Kenneth Bradshaw, Jr. MSFS,CFP®, CIMA®,CCPS®

Kenneth W. Bradshaw Jr. is a Portfolio Manager at Meyer Capital Group. His responsibilities include establishing, implementing and monitoring customized investment portfolio strategies based on client’s financial objectives and...

Marc Meyer

Marc is training to become a Portfolio Manager and to take part in the business’s compliance role. Before starting his career with MCG, Marc had interned with the firm for four years and learned about the industry through his...

Shirley Erana

Shirley Eraña, Client Relationship Specialist at Meyer Capital Group has an extensive background in customer service through her various prior roles. Working in concert with other internal teams by providing a number of client...

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Contact

Meyer Capital Group
Office: 856-985-8400
Fax: (856) 985-8151

525 Route 73 North
Suite 312
Marlton, NJ 08053

[email protected]

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