Seacoast Wealth Management

CFA^®1, Regional Portfolio Manager 
Senior Vice President 

Tony is a Senior Vice President and serves as a Regional Portfolio Manager for Seacoast Wealth Management. He brings more than 30 years of experience in Investment Management and related disciplines and is responsible for the investment management of discretionary assets for individuals, families, trusts, foundations, and endowments.

Tony is focused on helping all clients achieve their financial goals. As a Portfolio Manager, Tony helps clients set investment objectives, including risk tolerances and unique tax constraints. He then customizes investment strategies and unique portfolios to enable clients to begin working towards achieving their financial plan.

Prior to joining Seacoast, Tony was a Portfolio Manager at Trustmark Wealth Management in Jackson, MS, managing more than $400 million for individuals, families, and endowments. Prior to Trustmark, Tony was a Portfolio Manager or Analyst for Greenleaf Trust (the Stryker Family), Conseco Capital Management (now CNO Financial Group, Inc.), Zurich Kemper Investments and Salomon Brothers. He earned his Bachelor’s Degree in Finance from the University of Michigan, and his Master’s Degree in Finance and Management from the Kellogg School of Management at Northwestern University. Tony is a CFA Charterholder.

Originally from Grand Rapids, Michigan, Tony, his wife and their two children look forward to being closer to family and friends, several of whom have relocated to Florida. 

1. The Chartered Financial Analyst® (CFA) credential is the most respected and widely recognized investment management designation in the world.

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit