Magnus Financial Group LLC
magnusfinancial.com Layer unknown
Magnus Financial Group LLC is an independent, SEC-registered investment management firm based in New York City that provides customized wealth management and financial planning services to individuals, families and businesses. It manages client portfolios through a multi-custodial platform and offers planning, retirement, insurance, tax and estate services.
Magnus Financial Group LLC is an asset manager headquartered in New York City, United States.
“We believe in a disciplined, research-driven approach to investing. Our team combines market insights, thorough analysis, and prudent risk management to help grow and protect your wealth over time.”
— Magnus Financial Group LLC, own website
- Layer
- Layer unknown
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- New York City, United States
Team, as Magnus Financial Group LLC publishes it
- Michael S. Schwartz Chief Executive Officer & President
- Louis Sorsaia Chief Operating Officer
- David Harrison General Counsel & Chief Compliance Officer
- Ron Deutsch Senior Managing Director
- Sharon Hayut Senior Managing Director
- Paul F. Hoerrner Jr. Senior Managing Director
- Tim Seymour Senior Managing Director
- Drew J. Collins Senior Managing Director Fixed Income Specialist Portfolio Management Specialist
- Anthony Natelli Director of Investment Research & Trading
- Joseph M. Eppedio Vice President of Investment Research & Trading
- Shannel Leow Director of Investment Operations
- David Taylor Director of Insurance Services
Names and roles exactly as listed on magnusfinancial.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Magnus Financial Group LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://magnusfinancial.com/name, type, hq_country, hq_city, description, status
- https://magnusfinancial.com/about-us/is_investor
- https://magnusfinancial.com/investors/thesis_quote
- https://magnusfinancial.com/about-us/meet-the-team/people
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Record 19935 · added 2026-10-27 · link last verified 2026-10-27 · confidence medium
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