Xavier Tazanu
Trader at CAPTRUST | Upper Marlboro, Maryland, United States
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Xavier Tazanu, as a Senior Trade Associate at CAPTRUST Alexandria, brings a comprehensive and detail-oriented approach to executing a diverse array of investment transactions. His current role involves not only the precise execution of equity, fixed-income, and mutual fund trades but also a strategic focus on optimizing portfolio performance through meticulous cost basis analysis and thorough review of legacy positions. Xavier collaborates closely with the Director of Investments to ensure seamless portfolio rebalancing, leveraging his expertise in indices, due diligence, and alternative investments to support informed decision-making. His proficiency with advanced platforms such as Orion, Schwab, Orion Risk Intelligence, and YCharts allows him to maintain data integrity and streamline daily portfolio tracking, performance reporting, and client communication.
In addition to executing trades, Xavier plays a vital role in supporting CAPTRUST’s wealth management services by providing accurate, real-time insights into portfolio performance and risk management. His background in mathematics and Series 7 certification enhances his ability to analyze complex investment strategies, including buy-sell agreements and business exit strategies, ensuring clients receive tailored solutions aligned with their financial goals. Xavier’s expertise extends to conducting due diligence on investment opportunities and managing alternative investments, which adds value to the firm’s comprehensive approach to wealth management. His dedication to operational excellence and client-centric service underscores his commitment to delivering seamless investment execution and strategic insights that help clients navigate the complexities of today’s financial landscape.
Trader at CAPTRUST in December 2024 to Present
Senior Trade Associate at Campbell Wealth Management acquired by CapTrust in October 2023 to December 2024
Client Services Representative at Keel Point in February 2022 to September 2023
Financial Services Professional at NYLIFE Securities LLC in January 2021 to February 2022
Agent at New York Life Insurance Company in November 2020 to February 2022
Recreation Assistant at Holton-Arms School in June 2014 to June 2021
Lifeguard at Jewish Alliance of Greater Rhode Island in December 2015 to February 2020
Student Intern at Johnson & Wales University in August 2017 to May 2019
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University of Maryland - Robert H. Smith School of Business, Master of Business Administration - MBA, September 2026
Johnson & Wales University, Bachelor's degree, September 2026
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Investment Strategies
Indices
Critical Thinking
Due Diligence
Mathematics
Performance Reporting
Analytical Skills
Problem Solving
Alternative Investments
Trading
Series 7
Cash Management
Wealth Management Services
Business Exit Strategy
Whole Life Insurance
Business Succession Planning
Asset Protection
Key Person Protection
Business Insurance Planning
Investments
Supplements to Employee Benefits
Buy-sell Agreements
Protection Planning/Family Security
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Discover more about CAPTRUSTWhat is Xavier Tazanu email address?
Email Xavier Tazanu at [email protected], [email protected] and [email protected]. This email is the most updated Xavier Tazanu's email found in 2026.
What is Xavier Tazanu phone number?
Xavier Tazanu phone number is 4016401809, 4434749757 and 3013503189.
How to contact Xavier Tazanu?
To contact Xavier Tazanu send an email to [email protected], [email protected] or [email protected]. If you want to call Xavier Tazanu try calling on 4016401809, 4434749757 and 3013503189. (updated on January 09, 2025)
What company does Xavier Tazanu work for?
Xavier Tazanu works for CAPTRUST
What is Xavier Tazanu's role at CAPTRUST?
Xavier Tazanu is Trader
What industry does Xavier Tazanu work in?
Xavier Tazanu works in the Financial Services industry.
Xavier Tazanu Email Addresses
Xavier Tazanu Phone Numbers
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