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Biography

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.

Education

  • B.A. in Business Administration with a concentration in Quantitative Analysis from the University of Mount Union

Highlights

  • Actively involved with the Positive Coaching Alliance, a nonprofit devoted to Better Athletes Better People
  • Member of the board of the Hillcrest Rotary Club
  • Was appointed to the city of Euclid’s Audit and Finance Committee

Q & A

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.

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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.