Chief Investment Officer

Tony oversees portfolio management and trading operations at Portfolio Solutions®, ensuring that clients’ portfolios meet their objectives. He conducts research and education and serves as the Chair of the firm’s Investment Committee. Tony is dedicated to his goal of always delivering a positive investment management experience  to our clients.

Tony received his Bachelor of Business Administration in Finance from Walsh College. He pursued financial education further, earning a Master of Business Administration from the University of Michigan, Ross School of Business. Tony earned the CFA® Charter designation in 2003.

Prior to accepting a position with Portfolio Solutions®, Tony held roles at three Fortune 500 firms including at one of the world’s largest banks. Most recently, he served as a Vice President at J.P. Morgan Private Bank. He advised high and ultra-high net worth clients on all matters of wealth including investments, financial planning, credit and wealth-transfer strategies.

Tony’s role at Portfolio Solutions® aligns his passion for finance and his strong belief in the index investing philosophy. His position inspires him, knowing that he is able to truly act in the best interests of our clients at all times. 

Areas of Expertise:

  • Wealth Management
  • Financial Life Planning
  • Investment Guidance
  • Portfolio Management
  • Portfolio Construction
  • Portfolio Analysis
  • Investment Analysis
  • Investor Education

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