Anthony is a Senior Analyst with AdvicePeriod. In this role, he collaborates with our Advisors to formulate and implement financial planning and investment recommendations.
Before joining AdvicePeriod, Anthony worked at Altfest Personal Wealth Management in New York City as a Financial Planning Specialist. In that role, he helped high-net-worth individuals make informed financial decisions that impacted their holistic financial profile.
Anthony graduated from William Paterson University (WPU), where he received a Bachelor of Science in Financial Planning. While attending WPU, Anthony was a member of the Student Financial Planning Club and a two-time winner of William Paterson University’s annual business concept competition. Outside of the office, Anthony spends his time experimenting with new recipes, reading financial planning articles, and exploring nearby coffee shops. He is a CERTIFIED FINANCIAL PLANNER (TM) and is dedicated to continuous improvement.