Partner and Financial Advisor
Tony is a Partner/Director at Cresset Wealth Advisors.
For the past fifteen years Tony has served the wealth management needs of high net worth families, family offices, and the investment management needs of non-profit organizations. Tony originally began as an Investment Specialist at Bank One, then as Vice President and Senior Portfolio Manager at BMO Harris Private Bank, serving as a voting member for their Personal Asset Management Committee overseeing $20 billion in investments. Tony also assisted the development of investment strategies for the firm’s 45 portfolio managers. He most recently served as Senior Vice President, Senior Portfolio Manager at Iberia Wealth Advisors, serving on their Asset Allocation Committee.
Prior to serving private clients in the United States, Tony worked in Institutional Equity Research Sales, facilitating capital markets access and providing investment recommendations and trading ideas to portfolio managers primarily in Western Europe.
Tony supports the community by serving as Vice President of the Mirabella at Mirasol Home Owners Association. He serves on the Finance Committee of the West Palm Beach Public Library Foundation. He also serves on the Grant Committee of Legacy Foundation of the Palm Beaches, a non-profit organization offering financial support to children who have demonstrated talent and seek to further their study of music. He was previously involved as a board member of the Suncoast High School Foundation.
Tony graduated Bachelor of Science, Economics from the State University of New Yok at Albany in 1985. He was awarded the Chartered Financial Analyst designation from the Association of Management and Research in 1996. He is a former member of the New York Society of Securities Analysts, The Swiss Society of Investment Professionals, and is currently a member of CFA Society South Florida and CFA Institute.
Having relocated from New York to Palm Beach in 2002, Tony resides in Palm Beach Gardens with his wife Elisa and their two children, Anthony and Madeline. In his spare time, Tony enjoys playing golf and fishing.