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Tony Roth Managing Director, Head of Wealth Management Strategies

Tony Roth leads the Manager and Fund Due Diligence, Portfolio Advisory Group and Wealth Planning teams to deliver comprehensive wealth management solutions to clients. In this capacity, Tony is responsible for the development and articulation of the firm?s investment strategy and application of that strategy to the portfolio construction process. Prior to this, Tony served as Co-Head, Advisory Services Division, at Bear, Stearns & Co., where he managed a team that provided customized and scalable solutions to family office and institutional clients with significant means.

Tony graduated magna cum laude from Brown University with a B.A. in philosophy. He also holds a J.D., cum laude from Harvard University. He earned a master?s degree in French and international tax law from La Sorbonne, L?Universite de Paris I, D.E.A., Droit Fiscal.

 ?Anthony Roth



President William J. Clinton
President George W. Bush
Robert J. McCann
James Carville
Senator Phil Gramm
John V. Miller
Paula D. Polito
Mike Ryan
John Savercool

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