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Amos Warren

EVP at M&R Capital Management (Wealth Management)

Amos Warren is the Executive Vice President and Director of Research at M&R Capital Management, Inc., a position he has held since December 2022. He has over 20 years of experience in the financial industry, including significant roles in portfolio management and research analysis. Prior to joining M&R Capital, he served as the Director of Research at Dumont & Blake.12

Education and Qualifications

  • Alma Mater: Princeton University
  • Professional Certification: Completed the CFA (Chartered Financial Analyst) program

Professional Background

  • Current Role: At M&R Capital, Warren focuses on personalized investment management and comprehensive financial planning aimed at helping clients protect and grow their wealth. His extensive experience includes working with high-net-worth investors and analyzing stocks.12
  • Previous Experience: He worked at Dumont & Blake prior to his current role, where he also held a leadership position in research.23

Warren's expertise in the financial sector is complemented by his academic background and professional certifications, making him a notable figure in wealth management.

Related Questions

What are Amos Warren's key achievements at M&R Capital Management?
How did Amos Warren transition from Dumont & Blake to M&R Capital Management?
What specific strategies does Amos Warren use in his role as Director of Research?
Can you provide more details about Amos Warren's experience with high net worth investors?
What is the CFA program that Amos Warren completed?
Amos Warren
Amos Warren, photo 1
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Location

Princeton, New Jersey, United States