About
Anthony
As a Investment Strategy Analyst, Anthony is responsible for the creation, execution, and oversight of client investment portfolios, preparing and inputting trades with brokers and custodians, and providing operational support to the investment management team.
Prior to joining Focus Partners, Anthony was a Legal Product Specialist at Putnam Investments.
Anthony earned his Bachelor of Business Administration in Finance from Jacksonville University, where he was an Analyst and Operations Manager of the Dolphin Student Investment Fund and has passed Level I of the CFA exam. He is a currently pursuing a Master of Business Administration from Northeastern University.
In his spare time, Anthony enjoys hiking, photography and playing guitar.
As a Investment Strategy Analyst, Anthony is responsible for the creation, execution, and oversight of client investment portfolios, preparing and inputting trades with brokers and custodians, and providing operational support to the investment management team.
Prior to joining Focus Partners, Anthony was a Legal Product Specialist at Putnam Investments.
Anthony earned his Bachelor of Business Administration in Finance from Jacksonville University, where he was an Analyst and Operations Manager of the Dolphin Student Investment Fund and has passed Level I of the CFA exam. He is a currently pursuing a Master of Business Administration from Northeastern University.
In his spare time, Anthony enjoys hiking, photography and playing guitar.