Knowledge, experience, leadership And the confidence to pursue your goals
Tony began his career working as an analyst for a boutique investment banking and asset management firm in New York. Since joining UBS in 2011, Tony complements the team's advisory practice focusing on income and growth investing and financial planning. He works with clients in the entertainment industry, entrepreneurs and affluent families guiding them through all three major financial cycles: wealth accumulation, preservation and transfer.
He holds a B.A. in Business Management Economics with Honors from the University of California, Santa Cruz. He is on the Steering Committee for Sports Spectacular, an organization focused on funding diabetes research for Cedars-Sinai Medical Center and is active within the Westside soccer community. Tony was born and raised in Santa Monica and currently lives in Pacific Palisades with his wife and daughter.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Account Vice President |
Century City |
April 2011 - Present |
Strategic Realty Capital |
Analyst, Acquisitions: Real Estate Finance & Investments |
Los Angeles |
November 2010 - March 2011 |
Provident Group |
Analyst, Investment Banking: Financing, M&A and Strategic Advisory |
New York |
September 2007 - June 2010 |
Provident Group Asset Management |
Analyst, Alternative Asset Management: Hegde Fund of Funds portfolio |
New York |
September 2007 - June 2010 |
Education
- B.A. Business Management Economics (Honors), University of California, Santa Cruz, 2006
Licenses
- California Life Insurance License
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- Certified Exit Planning Advisor (CEPA)
Personal & Community
- Cedars-Sinai Sports Spectacular - Steering Committee
Registered States:
AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NJ, NM, NV, NY, OR, PA, SC, TN, TX, WA, WY