MACRO Advisors Recognized as 2021 Five Star Wealth Managers as Seen in New Jersey Monthly
MACRO Consulting Group is delighted to announce that four of our distinguished advisors have been named to the 2021 Five Star Wealth Managers list, as seen in New Jersey Monthly magazine: 10-year winners Mark Cortazzo, CFP®, CIMA®, and Nick Spagnoletti Jr., CFP®; six-year winner, Tom Moyer, CFP®; and first-year winner, Maura Mallaney, CFP®. This year, out of 6,123 candidates in New Jersey, only 8% were named to the 2021 list.
Mark, a Senior Partner at MACRO, has received many prestigious accolades over the course of his career, including recognition by Forbes as one of America’s Top Wealth Advisors, and as a Best-In-State Advisor.
Nick, a Partner, has been part of the MACRO team for more than 15 years and is an expert in the areas of pre-retirement and retirement planning.
Tom, a Senior Financial Advisor, has two decades of experience in the financial services industry and is an expert in planning, wealth distribution management, stock options, deferred compensation and equity compensation planning.
Maura, also a Senior Financial Advisor, leverages her 30 years of experience in the financial services industry to help clients achieve their long-term financial goals.
To determine each year’s Five Star Wealth Managers, Five Star Professional evaluates a broad population of high-quality wealth management and investment professionals who are identified through firm nomination, peer nomination or prequalification based on industry standing. To be considered, 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.
MACRO Consulting Group is proud of all that Mark, Nick, Tom and Maura have accomplished and congratulates them on this prestigious honor.
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 (2012-2021), Nick Spagnoletti, Jr. (2012-2021), Tom Moyer (2016-2021), and Maura Mallaney (2021). For additional information on all accolades, please visit the Accolades page on our website.
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