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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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