Our Staff

Tre Campisano

Financial Planning Analyst

Tre joined the Magnate Wealth Management team as a Financial Planning Analyst and is a Wealth Advisor of Capital Wealth Management. He began his financial career with New York Life Insurance Company. Originally from Shelby County, Kentucky, Tre studied Economics and Marketing at the University of Louisville.

As a Financial Planning Analyst of Magnate Wealth Management, Tre specializes in working with individuals and families, assisting them in planning plan their financial futures; focusing on retirement accumulation, retirement distribution, college education and insurance planning. He works diligently with his clients and their families to help them find the right financial solutions for their situation.

Tre enjoys spending time mentoring youth through his involvement in the Community Outreach program of the Young Professional Association of Louisville (YPAL).  He also stays connected with his passion for soccer as a NCAA Men’s & Women’s Soccer Referee.  When he isn’t refereeing soccer or mentoring youth, Tre enjoys spending time with his family and friends.

Amy Anderson

Client Service Coordinator

As Magnate Wealth Management’s Client Service Coordinator, Amy’s main focus is to proactively work with our client’s to ensure their needs are being met. She coordinates with our team of Advisors to manage client transactions and exceeds the expectations of each family or individual she assists.

Prior to joining the team at Magnate Wealth Management, Amy spent 4 years as a nurse’s aide with Treyton Oak Towers. Through her experience helping others physically and mentally, she has taken her knowledge to effectively utilize it toward helping others financially.

In her spare time, Amy enjoys volunteering in the community, playing and watching sports, and traveling.

Delores Donnelly

Client Service Coordinator

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