NEW YORK, NY–(Marketwired – June 03, 2015)
- Chartered Advisor in Philanthropy® (CAP®) designation will help Nadler and Capital Management Group provide informed strategies for those clients interested in philanthropic and charitable programs
- Only about 1,250 individuals have been awarded the CAP® designation since its inception in 2003
Capital Management Group of New York, a comprehensive financial services firm with $1B assets under advisement and headquartered in New York, NY, today announced that Donna Nadler, Senior Partner of Capital Management Group of NY, has earned the Chartered Advisor in Philanthropy® (CAP®) certification. Issued by the Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania, the CAP® program certifies professionals in financial services for the development and implementation of philanthropic programs while also helping clients meet their estate planning and wealth management goals.
Candidates for the CAP® designation must complete a minimum of three courses in philanthropic studies at the Irwin Graduate School and six hours of rigorous, supervised written examinations. The curriculum addresses the advanced design, implementation and management of charitable gift techniques and strategies, as well as philanthropic tools including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities. As per Designation Check, only about 1,250 individuals have been awarded the CAP® designations since its inception in 2003.
“At CMG, we have always operated with the belief that figures and numbers without considering the people behind them are just numbers — it is people that give life and impart meaning to the work that we do. While charitable contributions have always played a key role in my clients’ planning process, it was important to do my best to provide the best possible advice for them,” said Donna Nadler, Senior Partner, Capital Management Group.
Nadler has worked in the financial industry since 1985. She joined Capital Management Group in 2005 after merging her previous company, Nadler Financial Services with Capital Management Group. Nadler is also a member of the Estate Planning Council of New York City, Inc. and the Purposeful Planning Institute. In 2012 she received the Regional Associate Award granted by AXA Advisors, LLC to the financial professional who exemplifies esteemed qualities and attributes of community service, loyalty, leadership and respect.
“We have always been impressed with not only the work that Donna has done throughout her career for her clients, but also with her fierce determination to ensure that she is providing the best possible advice for them. At CMG, we take pride in continuing our education so that we are always at the vanguard of best practice — Donna’s CAP certification is the perfect example of that,” said Thomas Mingone, Managing Partner, Capital Management Group.
Nadler is widely recognized for her longstanding commitment to charitable works. Nadler is currently member emeritus of the Executive Board for the Ovarian Cancer Research Fund (OCRF) where she previously served as the head of the Finance Committee and Treasurer for twelve years.
About Capital Management Group of New York
Capital Management Group of New York is a comprehensive financial services firm headquartered in New York, NY, that has been serving high new worth investors and their families for nearly 25 years. Financial professionals with Capital Management Group of New York are registered representatives offering securities through AXA Advisors, LLC.
As comprehensive wealth managers they implement a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, protection planning, charitable gifting, legacy and estate planning strategies, and more into their clients’ financial plans. For more information on Capital Management Group of New York, please visit www.cmgny.net.
Investment advisory products and services are offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Insurance and annuity products are offered through AXA Network, LLC. Capital Management Group, AXA Advisors and AXA Network do not provide tax or legal advice.
This press release was originally approved for use in June 2015 as PPG-103815 and certain references within this release have since changed. For more current information please contact Capital Management Group.