After more than 30 years of providing financial guidance to customers at major wire houses from New York City, including many years at the World Trade Center, Anthony felt the current environment required him to seek out a firm with a more client-centric focus, as well as financial stability. After an exhaustive search, he decided to transition his practice to RBC Wealth Management. His new office is in Paramus, New Jersey, his childhood hometown. The new 10-minute commute from his current home, is an added perk. He also maintains an office in the RBC Midtown Manhattan branch.
Anthony and his team spent 10 years at UBS Financial Services in Midtown Manhattan, serving the investment and financial guidance needs of affluent families, institutions and retirement plans, as a senior retirement plan and institutional consultant (SRPC). SRPCs are a handpicked group of experienced advisors that UBS relied on to provide objective investment consulting and fiduciary services to corporate clients.
Prior to UBS, Anthony spent 19 years at Morgan Stanley, where he held the titles of wealth advisor and corporate retirement director. He was also a founding member of Morgan’s PEN network and served on the Morgan Stanley Asset Managements’ Advisory Board.
Anthony is frequently asked to speak publicly on various financial topics. He has appeared on FOX News and is author of the VUE on Fortune column in VUE magazine. In addition, he serves on several philanthropic and community boards and organizations.
He lives in Franklin Lakes, New Jersey, with his wife and four sons. He enjoys tennis and paddle and hopes that his new, suburban work location will allow him to improve his awful golf game. He is an avid cook and enjoys upland bird hunting with his boys and pointer puppy.
