In his role as Managing Director and Senior Financial Advisor, Tony uses his twenty-five years of experience in the wealth advisory industry to help clients achieve their goals and objectives, while adhering to the highest ethical and fiduciary standards. Tony’s areas of expertise include asset allocation, portfolio construction and risk management.
A Chartered Financial Analyst (CFA) Charterholder and member of The CFA Institute, Tony earned a Bachelor of Science degree in Economics from the University of Colorado Boulder and a Master of Business Administration in Finance from the Kogod School of Business at American University.
Prior to joining WMS, Tony was a Managing Partner and Director of Private Wealth with Asset Strategy Consultants, President and Founder of the Belay Group and Managing Director Equity Capital Markets at Well Fargo Securities. Tony is a board member and co-founder of The Josie King Foundation. He also serves on the board of Smart Patients.
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