Client and Corporate Services


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.


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


  • CFA Institute Investment Foundations® Certificate

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