MACRO Advisors Earn 2020 Five Star Wealth Managers Distinction as Seen in New Jersey Monthly
MACRO Consulting Group is pleased to announce that three members of its team have been named 2020 Five Star Wealth Managers in New Jersey by Five Star Professional. Featured in New Jersey Monthly magazine, Senior Partner Mark Cortazzo, CFP®, CIMA®; Partner Nick Spagnoletti, Jr., CFP®; and Senior Financial Advisor Tom Moyer, CFP® have all been recognized for their outstanding work in the field of wealth management. This year only 8% of the 6,210 candidates in New Jersey were named 2020 Five Star Wealth Managers.
Mark and Nick have earned the distinction nine years in a row, while Tom is entering his fifth consecutive year. Among the state’s most dedicated financial professionals, the three are known for their continued pursuit of professional excellence and commitment to providing exceptional service to their clients.
Comprehensive research was conducted by an independent research firm. Nominees are identified by one of three sources: firm nomination, peer nomination or prequalification based on industry standing. Candidates must be credentialed and actively employed. They must have a favorable regulatory and compliant history review, a completed firm review based on internal firm standards, and also be accepting of new clients. Additional factors considered include client retention rates, assets under management, number of client households, education, and professional designations.
“We are proud to once again join the ranks of the state’s top wealth managers,” said Mark. “We look forward to enjoying ongoing success as we continue to help our clients pursue their unique financial goals.”
The Five Star Wealth Manager Award is based on 10 objective criteria related to providing quality services to clients, including 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 Crescendo Business Services (dba Five Star Professional). Award winners include Mark Cortazzo (2012-2020), Nick Spagnoletti, Jr. (2012-2020) and Tom Moyer (2016-2020). For additional information on all accolades, please visit the Accolades page on our website.
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