To schedule a time to talk please contact me today at:
Newport Beach, CA
Tony is currently responsible for the day to day management of company operations, overseeing portfolio management, compliance, accounting, HR, and office management, focused on providing quality client service and wealth management. Other responsibilities include investment research, client service, and investment counseling.
Tony has over 18 years in the investment business. Prior to joining Spectrum in 2001, Tony was a Financial Advisor with Prudential Securities, Inc. He received his Bachelor of Arts degree in Law and Society from UC Santa Barbara in 1995.
Tony currently resides in Orange County with his wife and two daughters, and enjoys golf.