Anthony joined Rhinebeck Asset Management in 2023 with 31 years of experience in the financial services industry, including more than 21 years of service to clients in the Hudson Valley. Throughout his career, he has advised clients regarding their financial concerns, goals, and opportunities, counseling them regarding retirement, investments, insurance and estate planning.
His clients appreciate that he makes the financial planning process easier to understand, while building long term relationships with them at the same time. Anthony gets satisfaction from guiding clients in making financial decisions at various points of their lives based on their objectives, risk tolerance and time horizon.
A Carmel resident, Anthony enjoys spending time outdoors, attending sporting events and vacationing with his wife and three children.