Tony is responsible for supporting the operations of the firm’s Institutional OCIO/Discretionary Practice in the areas of account administration, client servicing, trading and ad-hoc consulting projects. Prior to joining the firm in 2024, Tony worked as a Private Client Banker at JPMorgan Chase and as a Regional Client Service Manager at Edelman Financial Engines. He earned a bachelor’s degree in business management from the Elmhurst University and earned his CRPC® (Chartered Retirement Planning Counselor) designation from the College of Financial Planning. In his free time, Tony enjoys long distance running and spending time with his fiancé and two sons.
