For over 30 years Tony’s career as an investment professional has been dedicated to helping individuals, businesses and non-profit organizations achieve their varied financial goals. His investment philosophy begins with the careful listening of his client’s financial requirements and concerns before he formulates a comprehensive action plan designed specifically to address their needs. Tony has developed a systematic monitoring process based on constant client education and communication. This process ensures that his clients’ personalized portfolios remain consistent with their financial destinations and helps to identify investment opportunities created by the ever-changing economic environment.
His previous financial industry experience includes being a past president of a SEC registered investment advisory firm as well as serving as a member on several investment advisory committees. He has achieved the designation of Chartered Retirement Planning Counselor sm from the College of Financial Planning and is a past member of the Securities Industry Association (SIA) Marketing Roundtable. Tony maintains series 7, 24, 53, 63 and 65 security licenses as well as Connecticut State life, annuity and long-term care insurance licenses. He is a graduate of St. Michaels College in Winooski, Vermont.
He believes strongly in being an active member in the community. His extensive involvement has included serving as president, board director, committee member and chairman for several Hartford area non-profit organizations.
Tony is supported by Client Relationship Manager Cherish Genova.