Tony Cruz, CAIA®
Senior Vice President
As an advisor, Tony works closely with clients leveraging his background in portfolio management and investments to help develop and execute strategies designed to meet the long-term financial goals of clients.
Tony began his career in finance and investments in the U.S. Institutional Equities division of Goldman Sachs, before spending over 16 years in other various industry roles.
He holds a bachelor’s degree in finance from the University of Minnesota – Carlson School of Management, an MBA in finance from Northwestern University – Kellogg School of Management, along with a Chartered Alternative Investment Analyst® designation.
Tony began his career in finance and investments in the U.S. Institutional Equities division of Goldman Sachs, before spending over 16 years in other various industry roles.
He holds a bachelor’s degree in finance from the University of Minnesota – Carlson School of Management, an MBA in finance from Northwestern University – Kellogg School of Management, along with a Chartered Alternative Investment Analyst® designation.
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.
