Philip J. Capell '87, Founder and President of Piermont Wealth Management
Stephanie Lupo Vitti '09, Financial Advisor, Morgan Stanley
Phil and Stephanie have years of experience helping people save and prepare for retirement. They will be sharing the strategies that lead to financial success and will discuss the importance of financial planning.
This webcast is for all ages and career levels. Whether you’re just beginning to save or retiring this year, there will be important information shared and an opportunity for Q&A.
Discussion topics include:
Phil Capell has been educating and assisting individuals and families with retirement, financial, & estate planning for over 20 years. He focuses on each client’s financial needs, be it capital preservation or growth, income at retirement, and/or tax planning, and provides a comprehensive, personal plan to achieve his client’s objectives. Upon constructing a financial plan, Mr. Capell builds a portfolio asset allocation suitable to his client’s objectives and risk tolerance and then provides ongoing investment management services. Philip is married with two sons and a daughter residing on Long Island, New York. He is a multi-marathon finisher and an Ironman triathlon finisher.
Stephanie Vitti is a Financial Advisor at Morgan Stanley. As a CERTIFIED FINANCIAL PLANNER™ , she works with individuals and families to help them navigate all aspects of wealth management, including investments, retirement planning, insurance and estate planning strategies.
Stephanie began her career at Morgan Stanley in 2009. As a fixed income specialist, she provided market updates and investment strategies to Financial Advisors. She also built and maintained portfolios for high net worth clients. Stephanie resides with her husband in Manhattan and is a graduate of Cornell University.
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