Anthony joined Freedom Street Partners in 2021 as a Financial Advisor and Client Relationship Manager and sits primarily at one of our offices located in Suffolk, VA. His role is essential to our office because he supports the wealth management and advisory processes. Each day is centered around meeting with clients to establish, implement, and realize both their short- and long-term goals.
In addition to Anthony’s client-centered role, he also plays a crucial part behind the scenes in the portfolio management and trading process, which is vital for our clients because he ensures their investment strategies consistently align with their goals. Anthony’s approach to the financial planning process remains client-driven due to his caring nature and passion for helping others. He works tirelessly to stay up to date on the latest industry trends and translates those complexities for our clients in a way that is easy to comprehend. He appreciates the importance of a strong relationship with his clients and strives to provide an unrivaled client experience.
Before joining our team, Anthony gained beneficial experience in the banking industry. He was an Assistant Vice President and a Private Banker with Old Point National Bank in Virginia Beach, and he also served as a Premier Banker with Wells Fargo in Raleigh, NC. Anthony graduated from Mercyhurst University in Erie, PA, with a Bachelor of Arts in Finance.
His work in the industry and impact on his community have also been recognized. Anthony was featured on the cover of Coastal Virginia Business Magazine as one of the “2021 CoVa Biz Magazine Millennials on The Move” and he was recognized by the United Way of South Hampton Roads African American Leadership Society in 2021 for his commitment to community service.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I was born and raised in Erie, PA and now live in Suffolk, VA, with my wife, Hayley, and our pets, who we adore! We have a Boxer named Bo and three cats: Aurora, Leia, and Nala. Hayley and I had an exciting start to our marriage when I proposed to her in 2020 live on the Today Show at the ice skating rink in Rockefeller Center in NYC. It was an experience that I will never forget for many reasons and a great way to start the next chapter in our lives.
I’m a sports fanatic and spend some of my free time watching or playing sports. I played hockey through college and still try to now and then. I also try to be active in our community, especially where I live and work. I have a passion for helping animals as well as underserved communities. I’m involved in a variety of organizations, including the Hampton Roads Chamber of Commerce, where I serve as the 2022 Board Chair-Elect and will serve as the 2023 Suffolk Division Board Chair. I also serve as a board member for the Suffolk Humane Society as well as a member of The United Way of South Hampton Roads – African American Leadership Society, The United Way of South Hampton Roads – Young Philanthropists, CBDX, Suffolk Ruritans, and the St. Jude Children Research Hospital’s Hampton Roads Annual Walk/Run.