With more more than 18 years of financial planning, budgeting and investment portfolio management experience, Tony works with professional athletes and high net worth individuals. He is responsible for financial planning, meeting preparation, cash management, monetary transfers and client services. Tony is an important member of our Financial management team where he helps with investment implementations, financial budgeting, estate planning and portfolio tracking in service to our clients.
Tony earned a bachelor’s degree in Finance from the University of Maryland. His first industry position was inputting trades at the investment firm Legg Mason. Directly prior to joining Bridgewater, he was Operations Manager at MTX Wealth Management.
Tony volunteers for the Special Olympics, and is an avid camper and golfer. He enjoys relaxing in nature with his wife and son.
He served 22 years in the U.S. Navy, where he was responsible for training military assault units deploying overseas.
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