Amos Warren

Amos Warren is the Executive Vice President and Director of Research at M&R Capital Management, Inc., a position he has held since December 2022. He has over 20 years of experience in the financial industry, including significant roles in portfolio management and research analysis. Prior to joining M&R Capital, he served as the Director of Research at Dumont & Blake.12

Education and Qualifications

• Alma Mater: Princeton University
• Professional Certification: Completed the CFA (Chartered Financial Analyst) program

Professional Background

• Current Role: At M&R Capital, Warren focuses on personalized investment management and comprehensive financial planning aimed at helping clients protect and grow their wealth. His extensive experience includes working with high-net-worth investors and analyzing stocks.12
• Previous Experience: He worked at Dumont & Blake prior to his current role, where he also held a leadership position in research.23

Warren's expertise in the financial sector is complemented by his academic background and professional certifications, making him a notable figure in wealth management.