Overview
Janos Major, CAP® is Regional Director, West at National Philanthropic Trust (NPT). As a Regional Director, he cultivates relationships with financial advisors in AK, CA, CO, HI, ID, MT, NV, OR, UT, WA and WY, providing consultative support to help clients achieve their philanthropic goals. He is based in San Francisco, CA.
In his career prior to joining NPT, Janos had experience with high-net-worth and ultra-high-net-worth clients, managing upwards of $225M. He has focused on retirement planning, investment strategies, tax planning and estate and legacy planning. Most recently, he worked for Fisher Investments as an Investment Counselor. Other prior experience includes roles at PNC as a Financial Specialist and at ING Financial Partners as an Investment Advisor and District Manager. Janos earned a Bachelor of Science in Business Administration from Drexel University with a concentration in Finance and Legal Studies.
Professional Credentials
- Certified Exit Planning Professional (CEPA®)
Exit Planning Institute - Chartered Advisor in Philanthropy (CAP®)
The American College of Financial Services
Webinars
In this July 2024 webinar, National Philanthropic Trust Regional Directors Janos Major, CEPA®, CAP®, and Ethan Burke, CEPA®, CAP® offer tips for how to help your clients define and execute philanthropic plans and the role of DAFs in legacy building.
Areas of Expertise
- Executive Compensation
- Founders & Entrepreneurs
- Cryptocurrency
- Tangible Property/Collectibles