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Rick Capozzi '83

Rick CapozziRick Capozzi ‘83
President, Capozzi Advisory Group

Rick Capozzi is a highly regarded industry leader in financial services, author, and former National Sales Manager at Morgan Stanley. Rick’s notable 30-year track record of success spans across several channels, including private banking and trust, wealth management, and Registered Investment Advisor (RIA). Holding senior leadership positions with the world’s largest organizations, including TD Private Bank, Merrill Lynch, Wells Fargo and UBS, Rick’s track record speaks for itself. Rick is currently president of Capozzi Advisory Group, LLC, a boutique consulting and training firm. His workshops on leadership and wealth strategies for high net worth clients have helped tens of thousands of financial professionals around the world become more successful in growing their practices.