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Biography

Tony Diaz is a Senior Associate in the El Segundo/Beach Cities office. He is a member of the Multifamily Practice Office team, where he works closely with advisors to oversee portfolio management, monitor cash positions, prepare investment reporting, interpret client guidelines, and execute trading strategies to help maintain customized investment portfolios.  

Prior to joining Cerity Partners, Tony was an Associate at Running Point Capital Advisors, where he supported multifamily office clients through portfolio oversight, investment reporting, and alternative investment coordination. 

Earlier in his career, Tony was an equity trader and portfolio manager assistant at RNC Genter Capital, where he helped oversee more than $6 billion in assets under management (AUM) and modeled delivery execution for over $800 million in unified managed account (UMA) relationships. He has also held roles as an operations specialist at Apex Pro and as a brokerage associate at Wells Fargo Advisors.  

In his spare time, Tony enjoys golfing, hiking with his three dogs — Halo, a golden retriever; Coco, a rescue pug terrier; and Georgie, his youngest, an English white Labrador — traveling, and discovering new restaurants/Cafes.  

Learn more about my practice.

Education

  • BA in Accounting, Arizona State University, W.P. Carey School of Business

Highlights

  • Series 6, 7, 63, and 99

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