Managing Partner, Director of Institutional Consulting, CFA
As Managing Partner and Director of Institutional Consulting, Tony maintains oversight for the firm’s institutional consultants. In addition, he services institutional and family clients, 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 Investment Committee and a number of other internal committees. His range of knowledge includes asset allocation/investment portfolio construction, capital markets analysis, and investment manager evaluation. Tony co-founded Fiduciary Investment Advisors, LLC in 2006, which combined with DiMeo Schneider in 2020. Prior to co-founding the firm, he was a PRIME Consultant at UBS Financial Services Inc. Tony earned his MSF from the Carroll School of Management at Boston College and his BS 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. Tony enjoys family time, reading, running, cycling and golf.