Macvies Ekeanyanwu joins the Kaplan Financial team as a Client Services Associate. He holds the Financial Paraplanner Qualified Professional™ and (FPQP®) designation through College for Financial Planning. Macvies was most recently a Client Reporting Associate (Advisor Services) at Charles Schwab. During his time at the firm, he supported Investment Advisors across a variety of projects involving cost basis, tax reporting, estate matters, and corporate actions. He was also instrumental in conducting necessary research on step ups, 1099s, and ACAT/non-ACAT Transfers.
Prior to Charles Schwab, Macvies worked with State Street’s Mutual Fund Accounting Fixed Income Group. There, he served as a Client Operations Associate performing FX trade reviews and reconciling daily futures/options contracts for fixed income, long/short, and equity funds. As part of his role, he also conducted daily NAV pricing for fixed income funds.
Macvies holds a B.A. in Geography with focus on International Area Studies from West Virginia University, and most recently earned his M.B.A. from Fitchburg State University.
