Tony is a Managing Partner of Fiduciary Investment Advisors, LLC (FIA). He is a senior consultant at the firm and serves corporate, non-profit, and government clients. Tony has worked in an institutional investment setting for over 19 years and has been advising institutional clients for over 14 years. His range of expertise includes asset allocation/investment portfolio construction, capital markets analysis, and investment manager evaluation. Tony also oversees the firm’s manager research and client analyst efforts. Tony is a member of the firm’s Investment Committee, Discretionary Investment Sub-Committee, and the Manager Status & Review Sub-Committee.
Prior to founding FIA, he was a PRIME Consultant at UBS Financial Services Inc. Tony has earned the right to use the Chartered Financial Analyst® designation.
- Carroll School of Management at Boston College, MSF
- Marist College, BS
- CFA® charterholder
- Springfield Museums, Investment Committee Member
- YMCA of Greater Springfield, Investment Committee Member
- Member of the CFA Institute and the Hartford CFA Society