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Biography

Anthony is an Associate in the New York office. He is a member of the Investment Operations team and is responsible for performance and custodian reporting.

Prior to joining Cerity Partners, Anthony started his career in the financial services industry at UBS as a Client Service Analyst. He furthered his experience at Simon Quick Advisors, where he was a Reporting Analyst focusing on performance reviews and alternative investment reconciliation.

Education

  • B.S. in Finance from the University of South Florida

Highlights

  • CFA Institute Investment Foundations® Certificate

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.