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Michael S. Schwartz, CFP®, AEP®

Chief Executive Officer

Ron Deutsch, CFA®, MBA

Senior Managing Director

Sharon Hayut, CFP®, CDFA®

Senior Managing Director

Paul F. Hoerrner Jr., CFP®

Managing Director

Michael Tanney

Managing Director

Scott Kephart, CRPC®, CLTC®

Vice President

David Harrison, Esq.

General Counsel & Chief Compliance Officer

Thomas Barber

Chief Marketing Officer

Louis Sorsaia

Chief Operating Officer

Anthony Natelli, CFA®, CAIA®

VP of Investment Research and Advisory

Shannel Leow, CFP®

Director of Investment Operations

Leslie Hwang

VP, Client Relationship Manager

Jonathan Rodriquez

VP, Client Relationship Manager

Jennifer Laughnan

VP, Investment Operations

Katherine Babicz, CFP®

VP, Investment Operations

Brett Deutsch

Investment Operations Associate

David Taylor, LUTCF

Director of Insurance Services

Lisa Marie

Executive Assistant | Receptionist





*Please Note: Limitations. The achievement of any professional designation, certificate degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Magnus is engaged or continues to be engaged, to provide investment advisory services.