In his role, he assists new clients throughout the account opening process, executes investment portfolio updates, facilitates fund disbursements, delivers online reporting training, and provides performance reporting to support clients' ongoing financial objectives.
Prior to joining Treasury Partners, Mr. Caporicci worked as an Analyst at Goldman Sachs.
Mr. Caporicci is a graduate of Clemson University, where he studied Finance and Accounting. He also holds his SIE.
Mr. Caporicci enjoys staying active, playing golf and spending time with his family. He’s a big fan of the New York Yankees and the Clemson Tigers.