Anthony Tranghese, CFA
As Managing Director, Head of Institutional, Tony maintains oversight for the firm’s institutional consultants. In addition, he services institutional, providing advice and counsel on all areas of portfolio oversight, including investment policy, asset allocation, manager research and selection, portfolio structure, performance monitoring and overall investment management. Tony is a member of the firm’s Research Forum and Discretionary Committee. His range of knowledge includes asset allocation/investment portfolio construction, capital markets analysis, and investment manager evaluation.
Prior to joining the firm, he was a PRIME Consultant at UBS Financial Services Inc. Tony earned master's degree in finance from the Carroll School of Management at Boston College and his bachelor's degree at Marist College. He is a CFA® charterholder and a member of the CFA Institute and the Hartford CFA Society. Additionally, he serves as a Trustee and Investment Committee Chair for the Springfield Museums.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
