Director of Operations, Wealth Management, Strategies for Wealth
Angela Saponara is the Director of Operations for Strategies for Wealth’s Investment Support Team. She supports our Financial Representatives in our offices in Rye Brook, Manhattan, Jericho, and Framingham. Angela is an integral part of the team and coordinates critical details with advisors and team members. She supervises the daily administrative operations, one on one training, as well as ensures that our financial representatives are working efficiently and effectively with our NetX360 platform.
Angela brings over twenty years of diverse experience in wealth management, particularly in equity operations and qualified plans.
The Investment team is dedicated to making the personal economy of our clients as efficient as it can possibly be through design, while always keeping our ultimate mission in mind. We are dedicated to transforming the lives of our clients, their families, and communities.
Angela lives in Yorktown Heights, New York and appreciates quality time spent with her two adult children, Michael, and Jonathan. She enjoys yoga, meditation, and tennis.