NEW YORK, June 12, 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 Kevin Small has joined the firm as a Senior Wealth Advisor. His appointment is part of Capital Management Group’s commitment to growth via the hiring of highly qualified financial professionals who share the firm’s fiduciary mission.
“Capital Management Group is pleased to welcome Kevin to our team,” said Thomas M. Mingone, Founder and Managing Partner of Capital Management Group. “We’re dedicated to providing our clients with a holistic approach to wealth management, which aligns well with Kevin’s commitment to his clients’ long-term goals and belief that the most effective planning comes from looking at a client’s full financial picture.”
Kevin Small has worked in the financial advisory industry since 2012. Prior to Capital Management Group, he was a financial consultant with AXA Advisors. In this position, he worked with a team of financial professionals to provide financial guidance and customized strategies to individuals and small businesses.
“I’m excited to be joining Capital Management Group and share in the firm’s emphasis on the critical importance of listening to clients’ aspirations in order to develop a tailored financial plan,” said Small. “CMG’s planning approach is anchored by the idea that the advisor’s most important role is to help the client manage life and family, not just wealth. I share this philosophy, and I can’t wait to get started.”
Small graduated from the University of Miami with a Bachelor’s of Business Administration degree in finance with a minor in sports administration. He has obtained the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation and is an Accredited Investment Fiduciary (AIF). He holds a FINRA Series 7 and 66 securities registration license and a Life, Health and Disability Income insurance license. He lives in Hamden, CT, with his fiancé Lauren. In his free time, he enjoys golf, basketball, football, and spending time with family and friends.
Capital Management Group is one of two Platinum Elite Firms nationally that operates separately 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 www.cmgnewyork.com.
Securities 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.