Wealth Management Advisor

Anthony strives to add value to the client – adviser relationship in three key areas; investment management, client service, and financial planning.  Anthony began his career in the wealth management industry in 2001 after graduating from the University of Dayton with a degree in finance.  He has a breadth of experience from managing the operations of large multi-national firms with branches in Syracuse and Rochester, to being a portfolio manager for a local boutique firm.   In 2014, Anthony achieved a significant professional milestone in becoming a Chartered Financial Analyst (CFA^®) charter holder.   A Rochester native, Anthony now resides with his wife and two sons in Ontario, NY.