Anthony joined Clearstead in April 2013.  Anthony leads the Investment Solutions Group (ISG), which is a discretionary solution that aims to deliver the same institutional rigor to smaller not-for-profit’s that are delivered to larger organizations. In addition, Anthony works directly with more than a dozen institutions.  These institutions include foundations, endowments, corporations, universities, and health care systems.  Furthermore, Anthony’s responsibilities include investment policy analysis, strategic asset allocation and spending policy analysis, risk modeling, and incorporating organizations’ circumstances and priorities into their investment approaches.  Anthony is involved with many internal initiatives and an active participant in Clearstead’s PRISM OCIO® committee. 

Prior to joining Clearstead, he spent seven years at Merrill Lynch working with retail and institutional clients. Anthony earned a BS in Marketing from the University of Dayton School of Business and graduated from St. Ignatius High School of Cleveland Ohio.  Anthony is a certified member of the Investment Management Consultants Association.