I launched Cipriano Wealth Management, a Registered Investment Advisor, to utilize my background and experience to help individuals manage their personal finances. I combine my experience with a strong technology platform to efficiently deliver a high-quality, personalized service for each of my clients.
After 6 years in various roles supporting the institutional trading desks at two global broker/dealers, I landed a role as a trader on the equity swaps desk at Morgan Stanley in 1998. For the next 23 years, I managed trading businesses alongside some of the best and brightest professionals on the institutional equity trading desks at Morgan Stanley, Lehman Brothers, Merrill Lynch, Citigroup and Credit Suisse. I’ve spent my career managing risk and producing investment strategy and market content for many of the world’s largest institutional hedge funds, pension funds and asset managers.
I was born, raised, and have always resided in northern New Jersey. I managed a Star Ledger paper route during my youth and dreamed of making my mark in “the city” when I grew up. I received my undergraduate degree in Finance from Seton Hall University which is also where I met my wife Jennifer. My passion for the world of investments was ignited the first time I stepped on to an equity trading floor out of college. My desire to learn all I could about the business drove me to attain my MBA at NYU’s Stern School of Business where I studied on nights and weekends, keeping my full-time job during the week. I made the daily commute from New Jersey to New York for 28 years. My wife and I are proud to have raised three wonderful children and one lovable yorkie-poo during our 24 years of marriage. My favorite moments are spent with my family at the Jersey shore, cooking and sharing meals with family and friends, rooting for my favorite teams, and enjoying some quiet time with a book or crossword puzzle.
I’m passionate about the work I do and the opportunity it provides to make a meaningful impact in the lives of my clients. I hold the CERTIFIED FINANCIAL PLANNER™ designation and am a member of the CFP Board. I maintain affiliations with several professional organizations including XY Planning Network, National Association of Personal Financial Advisors – NAPFA and Fee-Only Network.
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