Bio
Tony is a Managing Director and Senior Wealth Advisor providing comprehensive wealth advisory services to high net worth individuals, families with multi-generational wealth, and nonprofit organizations. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Certified Private Wealth Advisor® (CPWA®), and Chartered Advisor in Philanthropy® (CAP®), Tony brings over 27 years of experience serving clients and is driven by his passion to simplify financial decision-making in an increasingly complex world.
Tony’s background encompasses a diverse range of experiences across the brokerdealer, independent RIA, and private bank models for wealth management advice delivery to high net worth and ultra-high net worth clients. Most recently, he served as a Wealth Management Advisor for Fidelity Private Wealth Management. His
expertise is particularly deep in philanthropic planning, having spent over seven years with Fidelity Charitable guiding professional advisors, family offices, and ultra-high net worth families in developing large-scale philanthropic giving solutions.
A recognized thought leader in wealth management and philanthropy, Tony has been quoted in numerous national publications including the Wall Street Journal, MarketWatch, CNBC.com, Kiplinger, Money Magazine, and Investor’s Business Daily. He authored the philanthropy chapter in the textbook “Tools & Techniques of Estate
Planning for Modern Families” (3rd edition). Tony maintains an active presence in Chicago’s advisory and philanthropic communities, currently serving on the boards of directors for both the Chicago Estate Planning Council and the DuPage County Estate Planning Council. He also serves on professional philanthropic advisory committees for Lurie Children’s Hospital Foundation, Greenhouse Scholars, and WTTW/WFMT.
He is a graduate of the University of Illinois at Urbana-Champaign
