About Anthony
Anthony is a Portfolio Associate with the firm. He is responsible for assisting with the creation, execution, and oversight of client investment portfolios. His responsibilities include preparing and processing trades with brokers and custodians, as well as offering operational support to the investment management team.
Prior to joining the firm, Anthony gained valuable experience at Leeward Investments, LLC as an Equity Research Intern.
Outside of work, Anthony is passionate about playing pickleball, exploring new destinations, and spending time with his family and friends.