
As a Vice President and Financial Advisor, Anthony approaches wealth management from an overall perspective, striving to make clients’ lives easier through planning for retirement, educational expenses, charitable giving, insurance, and estate protection. In his role, he takes the time to get to know his clients and their financial goals, and then creates a roadmap to help achieve them. Anthony offers a wide range of wealth management services, utilizing best-in-class research and a propriety investment selection process with an emphasis on tax-sensitive investing. Based on clients’ specific needs, he can help them build and maintain the wealth and financial freedom they desire.
Prior to joining Seventy2 Capital, Anthony worked as a Financial Advisor with Wells Fargo Advisors. He is a CERTIFIED FINANCIAL PLANNER® and Certified Retirement Counselor. Anthony attended Rutgers University where he received degrees in Economics and Sports Management. Outside of work, he enjoys coaching baseball.
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