Anthony Rosetti, CFA, CFP®


Boca Raton

Client Advisory


Anthony Rosetti is a Principal in the Boca Raton, Florida office. He is responsible for developing and managing client relationships, including coordinating all aspects of the investment management and financial advisory services needed to manage client assets and creating a strategic plan that considers their current and future needs.

Prior to joining Cerity Partners, Anthony served as a Director, Wealth Advisor at Round Table Wealth Management. In this role, he managed a broad range of investment advisory services for wealthy individuals with a broad array of diverse needs. Before Round Table, Anthony was an investment analyst at a global broker-dealer working primarily with corporate 401k plans, foundations and endowments, and high-net-worth individuals.

Anthony began his career in the financial services industry in 2009 and spent his early years in the private wealth management division of a national broker-dealer in New York City. To broaden his investment knowledge and experience within the industry, he earned the Chartered Financial Analyst® designation and moved over to the institutional side of the business in prime brokerage sales. While there Anthony was responsible for building complex financial models to help evaluate bank financing relationships with some of the largest hedge funds in the world.

Anthony relocated to Florida from New York City and resides in Palm Beach Gardens with his wife, Blythe, and daughter, Sage. In his free time, he enjoys working out and playing golf.


  • B.S. in Economics from the University of Tampa


  • Chartered Financial Analyst®

Connect with Anthony

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.

Meet Our  Client Advisory Colleagues