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Biography

Tony is a Partner based in Denver, CO. As Head of Strategic Partnerships, he is responsible for maximizing the firm’s strategic relationships with custodial partners. He is also a member of the firm’s Executive Committee.

Prior to joining Cerity Partners, Tony was President of DeVoe & Company, an Investment Bank and Consulting firm focused exclusively on serving the Registered Investment Advisor (RIA) community. Tony began his career with, and went on to spend 20+ years at, Charles Schwab & Co., Inc. primarily in the Advisor Services business unit. In his time with the firm, he held various leadership positions in Sales & Relationship Management, Business Management & Technology Consulting and Product Strategy. Tony also served as a member of the Senior Leadership team in Advisor Services.

Education

  • Bachelor of Science, Finance from San Diego State University

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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.