Tony joined the firm in 2023 after 11 years in the financial industry.

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After earning his B.A. in Finance from Roger Williams University, Tony began his career in 2012 at Brown Brothers Harriman, one of the largest private investment banks in the United States. He then moved over to the buy side at MFS Investment Management where he worked closely with Traders and Portfolio Managers on risk mitigation. More recently, Tony worked at Benefit Street Partners on the Portfolio Analytics team quantifying data points for end users across the firm from business development to portfolio management.

 

As a Portfolio Manager at Robbins Farley, Tony is responsible for collaboration with the financial advisors to craft investment recommendations for new clients, including in-depth analysis of opportunities that align with clients’ asset allocation, risk tolerance, time horizon, tax sensitivity and personal preferences.  Tony has completed Level II of the Certified Financial Analyst (CFA®) Program and is pursuing completion of Level III.

 

Tony lives in Raymond, NH with his wife and their bernedoodle Annie. In his free time, he enjoys exploring the outdoors skiing, hiking, golfing with his family.