Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Senior Principal
Cleveland
Client Advisory
Tony is a Principal in the Cleveland office. He provides financial advice to individuals, families, businesses, and nonprofits.
He joined Cerity Partners in 2017 after three years as a portfolio manager with Sigma Investment Counselors. Prior to Sigma, Tony was with Spero-Smith Investment Advisers for eight years as a portfolio manager and financial planner.
Q:
How would you describe your best day doing what you do?
My best days are those in which I have a lot of interactions with clients, colleagues, and friends and have the opportunity to listen, share perspectives, and provide peace of mind. These are typically the days that fuel me and make me a better husband and father at home.
Who inspired you to pursue your career in financial management? How?
A former coach. I remember watching him play, then he coached me, then he hired me, and he still inspires me. He is the kind of person that you always want to spend more time with and hope that people feel the same way about you. His energy, dynamic personality, and empathy are only a few of his gifts.
What kind of clients work best for you?
Small business owners, executives, and the millionaires next door that value advice and time.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Principal
Senior Associate
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
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.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.