Research & Reporting Associate • Investment Adviser Representative
Anthony is involved in the daily asset management, analysis, product research and reporting for our clients.
He joined the team in 2021 with an existing background in investments and insurance.
Anthony currently holds Series 7 and 66 securities registrations, as well as a New Jersey Life and Health Insurance License. He graduated from Fairleigh Dickinson University with a bachelor’s degree in Finance.
In his spare time, Anthony is an avid car enthusiast, a sports fanatic and enjoys spending time at the Jersey Shore.