Wealth Planning Associate
Anthony is responsible for the administration of our client accounts and the day-to-day servicing of our client needs. Anthony seamlessly handles the account opening, asset transfers, and often complex documentation and funding of alternative investing for our client families. He is also an expert with our performance analytics and attribution system, as well as our highly customized portfolio reporting methodologies. Originally from Pittsburgh, Anthony graduated from Virginia Polytechnic Institute and State University with a BS in Finance and is currently working towards his CFP certification. Prior to joining our firm, he worked at Vanguard and at Stone Pier Capital.