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Anthony Santoloci

Client Advisory

Biography

Anthony Santoloci is a Principal and Investment Advisor in the New York office and a member of the Client Advisory team. With over 15 years of experience in wealth management, Anthony oversees trading, investment management, and portfolio construction and implementation across the practice, helping to ensure that portfolios are aligned with clients’ risk profiles, objectives and financial plans. Anthony also partners with individuals and families to help evaluate and implement investment strategies, collaborating closely to achieve their broader wealth management goals.

Prior to joining Cerity Partners, Anthony served as Vice President of Investment Solutions at Shufro, Rose & Co., where he led trading and portfolio implementation while also advising clients. Before joining Shufro Rose in 2019, Anthony spent two years on the trading team at Gilder, Gagnon, Howe & Co. Prior to that, he spent six years at Ameriprise Financial as a Financial Planner, providing comprehensive financial planning and investment management services to individuals and families.

Learn more about my practice.

Education

  • B.A., Economics, Seton Hall University

Highlights

  • CERTIFIED FINANCIAL PLANNER® (CFP®)

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By submitting the form, 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.