ANTHONY R. WATSON, CFA

Chief Investment Officer
248-689-1550

Tony Watson has overseen portfolio management and trading operations at Portfolio Solutions® since 2012. 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 and ensuring that clients’ portfolios meet their objectives. Tony earned the CFA® Charter designation in 2003 and a Master of Business Administration from the University of Michigan, Ross School of Business. Tony earned his Bachelor of Business Administration in Finance from Walsh College.

Tony previously served in executive roles at three Fortune 500 firms including at one of the world’s largest banks. 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