Anthony is a Client Service Associate based in the firm’s Fulton, Maryland office, where he supports the local advisor team by helping to manage client relationships, completing incoming requests, and serving as a first point of contact for clients.
He brings over seven years of experience in customer service and mortgage lending, most recently working at South River Mortgage as a senior loan officer.
Currently residing in Baltimore, MD, Anthony is a graduate of University of Maryland where he studied Economics.
- Senior Loan Officer at South River Mortgage
- Account Executive at NewDay USA
Education & Credentials
- BA, University of Maryland, Economics
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.