Michael S. Schwartz, CFP®, AEP®
Chief Executive Officer
Ron Deutsch, CFA®, MBA
Senior Managing Director
Sharon Hayut, CFP®, CDFA®
Senior Managing Director
Paul F. Hoerrner Jr., CFP®
Managing Director
Michael Tanney
Managing Director
Scott Kephart, CRPC®, CLTC®
Vice President
David Harrison, Esq.
General Counsel & Chief Compliance Officer
Thomas Barber
Chief Marketing Officer
Louis Sorsaia
Chief Operating Officer
Anthony Natelli, CFA®, CAIA®
VP of Investment Research and Advisory
Shannel Leow, CFP®
Director of Investment Operations
Leslie Hwang
VP, Client Relationship Manager
Jonathan Rodriquez
VP, Client Relationship Manager
Jennifer Laughnan
VP, Investment Operations
Katherine Babicz, CFP®
VP, Investment Operations
Brett Deutsch
Investment Operations Associate
David Taylor, LUTCF
Director of Insurance Services
Lisa Marie
Executive Assistant | Receptionist
*Please Note: Limitations. The achievement of any professional designation, certificate degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Magnus is engaged or continues to be engaged, to provide investment advisory services.