Anthony joined Clarfeld in 1994 and is Director of Investment Operations. He is responsible for the firm’s trading desk and performance reporting, as well as maintaining the integrity of the systems and processes that comprise the infrastructure of the department.
He also manages a number of client relationships, providing financial planning and investment advisory services.
Anthony is frequently invited to speak at industry conferences and webinars including the AICPA and Investment Advisor Association. He serves on the TD Ameritrade Presidents Council and has served on the Charles Schwab Technology Board.
He is a licensed Certified Public Accountant in the State of New York.
Anthony was honored by the Westchester Business Council, which chose him as among the 40 Under 40 Rising Stars, an award bestowed upon young professionals for their talents, abilities, and achievements.