Verified recordInvestment Management

Stefanie Pascetti

Director Private Client Group at Joyal Capital Management

Based in Delray Beach, United States

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Seniority

Director

Department

General Business & Management

Location

Delray Beach

Industry

Investment Management

Company size

Contact information

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s•••••••@joycapmgt.com

Phone

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Background

About Stefanie Pascetti

Experienced director of Private Client Group with a demonstrated history of working in the estate planning and wealth management industry. Highly motivated, self-reliant and creative professional with proven leadership skills and dedicated to a strong, high-quality work ethic. Ability to work effectively with a team or take initiative to solve problems individually. Enjoys improvising and adapting to find innovative solutions to unforeseen challenges. I lead the firm’s Private Client Group and am charged with providing the best-in-class service to our clients and their specific needs of sophisticated estate and financial planning. I am involved in all aspects of personal and estate analysis – collaborating with the firm's subsidiaries such as JCM Franchise and Development and JCM Finance.

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