NEW YORK, June 14, 2017 – Capital Management Group of New York, a financial services firm with $1 billion in assets under advisement and headquartered in New York, today announced that Brian Edward McGuinness has joined the firm as a Senior Wealth Advisor. His appointment is part of Capital Management Group’s commitment to growth through the strategic recruitment of highly qualified and experienced senior financial professionals in the industry.
“Successfully recruiting Brian is a key part of Capital Management’s ‘best and brightest’ plan to expand our business and services with quality people,” said Thomas M. Mingone, Founder and Managing Partner of Capital Management Group. “He brings a sophisticated and strategic approach to meeting each clients’ specific investment needs and objectives. With a broad array of financial services licenses and skills, Brian’s knowledge encompasses strong life and health insurance guidance, and retirement planning, in addition to his primary focus of investment management and providing financial advice.”
McGuinness is a veteran financial professional with more than 13 years of experience working with individual clients and small businesses, advising on varied and complex financial and retirement planning strategies. For the past 10 years, he has served his clients as an investment manager and financial advisor under the AXA Advisors umbrella.
In 2004, McGuinness began his career as a financial advisor at Morgan Stanley in Boston after earning his bachelor’s degree at Boston University. In 2006, he moved his practice to AXA Advisors in New York City to be closer to the center of investment management. Over the past 10 years Brian has built a large asset base by catering to Senior Executives and High Net Worth individuals. He holds FINRA Series 7 & 66 securities registration licenses as well as Life, Health, and Disability income insurance licenses. McGuinness earned his Certificate in Retirement Planning from the University of Pennsylvania’s Wharton School.
His volunteer work for charitable organizations includes co-founding and serving as member of the Board of the Fahey Foundation, which is focused on mental health services for terminally ill children in the greater Boston area. McGuinness has also taught GED classes in mathematics and verbal skills at the Bowery Mission in the Lower East Side of New York. He has worked at Meals on Wheels and the Dutchess County Lunch Box delivering meals to homebound families and individuals suffering from HIV, and for many years worked as a board member and volunteer for Christmas in the City, an organization supporting thousands of homeless children and families in the Boston area.
Capital Management Group operates as a boutique firm under the AXA umbrella. The group hand selects no more than two advisors per year to join the firm from either inside of AXA Advisors or from outside companies.
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About Capital Management Group of New York
Capital Management Group of New York is a comprehensive financial services firm headquartered in New York, NY, that has been serving high new worth investors and their families for nearly 25 years. Financial professionals with Capital Management Group of New York are registered representatives offering securities through AXA Advisors, LLC.
As comprehensive wealth managers, they implement a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, protection planning, charitable gifting, legacy and estate planning strategies, and more into their clients’ financial plans. For more information on Capital Management Group of New York, please visit cmgnewyork.com.
Securities are offered through AXA Advisors,LLC, (NY, NY 212-314-4600), member FINRA/SIPC Investment advisory products and services are offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Insurance and annuity products are offered through AXA Network, LLC. Capital Management Group, AXA Advisors and AXA Network do not provide tax or legal advice. Capital Management Group is not a registered investment advisor, and is not owned or operated by AXA Advisors or AXA Network.
This press release was originally approved for use in June 2017 as PPG-126487 and certain references within this release have since changed. For more current information please contact Capital Management Group.