10
Mar
Seventy2 Capital announces seven new team members joining Red Bank, NJ office
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
News and Events
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02MarDean Dagnoli joins Seventy2 Capital as Executive Vice President & Financial Advisor
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
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12FebPaul Cody joins Seventy2 Capital as Financial Advisor
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
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05FebMatt Lane joins Seventy2 Capital as Senior Vice President
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
Latest Market Commentary
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11MarSteady Through the Storm: Making Sense of AI Disruption and the Iran Conflict
Two major forces have shaken markets in 2026: a sharp selloff in software and technol...
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13Jan2026 Market Outlook: Cautious Optimism
As we turn the page on 2025 and look ahead to 2026, the investment landscape appears ...
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14NovMarket Commentary – A Soft Landing Takes Shape
Despite a noisy backdrop, 2025 turned out better than many expected. Inflation modera...
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25AugGenerative AI (part 2)– From Hype to Integration
*A follow up to our original commentary on Generative AI published in April 2024 &nbs...
Latest Webinars and Events
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12MarClient Webinar: Medicare
Thursday, March 19 at 7:00 PM ET Hosted By: James Washington, AVP & Financ...
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27JanClient Webinar: Social Security
Thursday, February 5 at 7:00 PM ET Hosted By: James Washington, AVP & Fina...
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09JanClient Webinar: Economic & Market Update
Thursday, January 16 at 12:00 PM ET Hosted By: Michael Levitsky, Managing Dire...
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10SepClient Webinar: One Big Beautiful Bill Act (OBBBA)
Thursday, September 25, 2025 at 12:00 PM ET Hosted By: Paul Carlson, CEO & Co-Fou...
Life at Seventy2 Capital
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13JanWomen in Finance Community Give-Back
At Seventy2 Capital, giving back to the communities in which we do business is extrem...
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12JanA Letter from CEO & Co-Founder, Paul Carlson
As we head into 2026, I wanted to take a moment to celebrate all we’ve accomplished t...
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02DecSeventy2 Capital Hosts 4th Annual Conference in Washington, D.C.
To celebrate another year of growth and achievement, Seventy2 Capital team members ga...
The View from the COO COO’s Nest
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05MarThe Evolution and Opportunity of the Operations Role in Wealth Management
There was a time when a stockbroker would hand a trade ticket to their sales assistan...
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08JanWealth Management Operations – Your Growth Advantage
In wealth management, growth is often credited to big producers, market growth, or fi...
2025 Five Star Professionals Five Star Wealth Manager: Awarded 1/1/25; Data compiled by Five Star Professionals based on the time period from /10/24 – 10/31/24 (Source: Five Star Professionals). View Award Disclosures
2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 – 12/31/24 (Source: AdvisorHub). View Award Disclosures
2025 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron’s based on the time period from Jan. 2024 – Dec. 2024 (Source: Barrons.com) View Award Disclosures
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). View Award Disclosures
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). View Award Disclosures
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