With more than 38 years of experience in managing money, there aren’t many trends, economic cycles or black swans that Neil Waxman hasn’t seen.
“Neil uses this experience to help clients quickly and intelligently take action, which is a reason he is often sought out by the national media for comment and opinion,” noted Capital Advisors senior analyst Mary Kozar, in nominating Waxman for recognition here.
Waxman is known for his clear thinking and ability to cut through the clutter with straightforward advice for his clients, while also making sure those clients always understand why their decisions are made.
That’s not only allowed Waxman to keep and build his client base but has seen him quoted in news outlets like Barron's, Investor's Business Daily and The Financial Times.
It’s also gotten Waxman named a Five Star Wealth Manager by the research firm Five Star Professional six times, most recently just this year, and being named one of Worth Magazine’s top 100 wealth advisers six times as well.
When he’s not going over clients' portfolios or meeting with them, Waxman serves several local organizations, such as the Jewish Federation of Cleveland, or can be found working with local wrestlers he coaches and mentors, including through the Cleveland Chapter of Wrestlers in Business Network that he helped found.
— Dan Shingler
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