Broker Check

Accolades

Highly qualified. Nationally recognized.

MACRO Consulting Group

  • Selected by Barron’s as one of five teams profiled in the annual “Top Advisor Teams” article1
  • Named to Financial Advisor magazine’s RIA Survey & Ranking for five consecutive years2
  • Chosen as a Top Wealth Management Firm by WealthManager magazine for six consecutive years3

Mark Cortazzo, CFP®, CIMA®

  • Barron’s Top Advisor for nine consecutive years (#1 Independent Advisor in NJ for five years)4
  • Top 400 Advisors — Financial Times 5
  • Five Star Wealth Manager – Featured in New Jersey Monthly6
  • Advisor of the Year — Boomer Market Advisor7
  • Top 50 Independent Advisors in the U.S.— Fortune8
  • Top 250 Wealth Advisors – Worth9
  • Advisor Hall of Fame Inductee – Research10
  • Top 100 Independent Advisors in America – Registered Rep magazine11
  • Top Advisor – Reuters12
  • Top 40 Under 40 – NJBIZ13
  • Best Financial Advisers for Doctors – Medical Economics14
  • Best Financial Advisers for Dentists – Dental Practice Report15
  • America's Top Wealth Advisors – Forbes16

Nick Spagnoletti, Jr., CFP®

  • Five Star Wealth Manager – Featured in New Jersey Monthly17
  • Top 40 Under 40 – NJBIZ18
  • Best Financial Advisers for Doctors – Medical Economics19
  • Top Financial Advisor – Best of the US20

Thomas Moyer, CFP®

  • Five Star Wealth Manager – Featured in New Jersey Monthly21
  • Best Financial Advisers for Doctors – Medical Economics22

Stephen Esposito, CFP®

  • Five Star Wealth Manager – Featured in New Jersey Monthly23
  • Best Financial Advisers for Doctors – Medical Economics24



1Firms are identified based on a variety of factors including, but not limited to, industry presence, opinions of peers, management of the firm, and data submitted by the firm. (2013)
2List is based on factors including assets under management, annual growth, assets per client, growth in assets per client, and change in the number of clients. (2013-2017)
3Advisors are chosen based on an extensive questionnaire. According to the article, the key figure is the amount of assets under management per client. (2002-2007)
4List is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. (2009-2017)
5Based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400. (2015)
6Award is based on ten objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. (2012-2017)
7Based on his extensive industry knowledge and experience, the ability to navigate his clients through the downturn, his approach to addressing longevity and income issues, and the power to stand out from the competition (2010)
8Award based on assets under management (2008)
9Based on nominations, industry associations, background, professional designations, client retention rates, and average portfolio returns (2002)
10Based on minimum of 15 years industry experience, assets under management, client service, peer recognition, and selected by a panel of judges (2003)
11Created by Registered Rep magazine, the top-50 lists rank advisors in the U.S. by the amount of assets they have under management. To be considered for these Registered Rep rankings, advisors must have at least 50% of their business with individual investors. (2007-2009) 
12Based on rigorous quantitative analysis of factors including growth of assets under management and growth of average assets per client relative to peers (2008)
13Award is based on age, leadership, and a record of achievement. (2004)
14Advisors are chosen based on an extensive questionnaire including experience, educational background, qualifications, and good standing with both FINRA and the SEC. (2008-2015)
15Advisors are chosen based on an extensive questionnaire including experience, educational background, qualifications, and good standing with both FINRA and the SEC. (2013)
16The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors such as experience, revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. (2016)
17Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. (2012-2017)
18Award is based on age, leadership, and a record of achievement. (2008)
19Advisors are chosen based on an extensive questionnaire including experience, educational background, qualifications, and good standing with both FINRA and the SEC. (2013-2015)
20The Best of the U.S. is based on ongoing efforts to identify those professionals that continue their education in their field, have been recognized as the best in their field by their peers, and have distinguished themselves as leaders in their profession. They accept peer nominations, clients and patient nominations, as well as self-nominations. Professionals do not pay a fee to be included on the basic listing. (2007)
21Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. (2016-2017)
22Advisors are chosen based on an extensive questionnaire including experience, educational background, qualifications, and good standing with both FINRA and the SEC. (2015)
23Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. (2016-2017)
24Advisors are chosen based on an extensive questionnaire including experience, educational background, qualifications, and good standing with both FINRA and the SEC. (2015)