Tony (firstname.lastname@example.org) is a Wealth Management Principal with Baron Financial Group and a Chartered Financial Analyst charterholder. The CFA charter is recognized globally as the preeminent designation for those in the field of investment management. It also emphasizes the highest ethical and professional standards.
Tony is a graduate of Indiana University where he received a Bachelor of Arts degree (B.A.) in Economics. Tony has passed the Series 7 and Series 63 professional license exams. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and a recipient of the 2017 Five Star Wealth Manager award. Tony is a multi-year recipient of the award in both New Jersey and Sarasota.
Tony’s career is deeply rooted in the financial industry and the capital markets. He has held positions in fixed income, equity and option markets, as well as in corporate banking. While working in banking, Tony was a key player in structuring numerous corporate banking deals. Tony spent 6 years of his career as a portfolio risk manager trading equity options and equities. During this time, he managed profit and loss, position risk, option pricing levels, and hedging decisions with a defined portfolio of equities. He researched and interpreted market data, marketplace changes, and economic, financial and business news to make profitable trading decisions.
Prior to joining Baron Financial Group, Tony served as an institutional fixed income sales person where his responsibilities included promoting the sale of a full line of investment-grade fixed income products to institutional accounts nationwide. He also developed new client relationships with bank Presidents, CEO’s, CFO’s, insurance company CIO’s and money managers. This professional experience has enabled Tony to develop strong client relationship skills, and sound portfolio management and asset selection experience. He is able to identify appropriate fixed income investment opportunities and develop structured portfolios to meet clients’ needs.
Tony enjoys helping people with their financial opportunities and challenges. He understands that asset selection, risk management and portfolio diversification are extremely important. His experiences bring these aspects together to help him present a customized approach that is well balanced and poised for growth, while considering the potential downside risks.
Tony is married and enjoys spending time with his wife, Joanna and their two sons, AJ and Joey. In his free time, he participates in sports and outdoor activities and coaches Little League Baseball.
Give me a call (941-922-1365) or use the email form below to ask a financial question or to find out if we can help you achieve your goals. It’s free with no obligation.