Jesse Maltzman, a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), has worked in the financial services industry since 1995. With over 24 years of experience working with clients ranging from small business owners and highly compensated professionals to private foundations and family offices, Jesse is a seasoned wealth management professional. Prior to joining Aegis, Jesse was a Vice President at Fidelity Investments for over 8 years advising clients on over $2 billion in total assets under management, with a focus on managed portfolios. Before Fidelity, Jesse worked at NY Life Securities and HSBC Securities. His expertise spans retirement income planning and advanced multi asset allocation strategies to complex estate planning solutions. Having completed Parts I and II of the qualifying exams for the Chartered Financial Analyst (CFA®) designation Jesse is looking forward to completing the third and final part and earning this distinguished charter.
Robert Eide Aegis’ CEO commented: “We are pleased Jesse has brought his wealth of knowledge and experience in the registered investment advisor space to Aegis. Jesse’s credentials and vast understanding of wealth management and financial planning will be a complement to our firm.”
Michael Pata Aegis’ Head of Business Development commented: “With the addition of Jesse, Aegis continues to expand our wealth management and advisory presence within the firm. Jesse will be a valuable addition to Aegis Capital’s team and the overall growth of the firm.”
About Aegis Capital Corporation
Aegis Capital Corporation (“Aegis”) has been in the wealth management and investment banking business for over 35 years, catering to the needs of private clients, institutions and corporations. Aegis was founded in 1984 by Robert Eide, the current CEO and Chairman, and has over twenty branch offices stretching across the U.S. Aegis offers its investment representatives a conflict free service platform and is able to provide a full-range of products and services through its primary clearing relationship with RBC Correspondent Services whose parent company, Royal Bank of Canada (NYSE:RY), is one of the world’s leading diversified financial services companies.
Any questions contact:
Michael Pata, Head of Business Development
Telephone: 1-212-813-1010
mpata@aegiscapcorp.com