Charlotte, NC 28203
Anthony oversees the administration and day-to-day servicing of our client needs while also serving as the lead contact for a number of client family relationships. Anthony helps to oversee and train the client service associates with regard to account opening, asset transfers, daily administration and often complex documentation and funding of alternative investments for our client families. He is also an expert on 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 a CERTIFIED FINANCIAL PLANNER ™ professional. Prior to joining our firm, he worked at Vanguard and at Stone Pier Capital.