Experience
After Graduating from school in May of 2022, Anthony decided to put his skills to work, and joined Imperia
Wealth Management. After shadowing his soon-to-be team, he quickly realized that the level of service and
dedication IWM puts towards their clients was unmatched. The concierge level wealth management is ultimately what lead Anthony to join the team, because he wanted to be a part of delivering this level of service. A strong background in Finance, Economics, and Portfolio Allocation was a perfect fit for the team chemistry. His experience includes seasonal roles as a Data Analyst and IT Consultant, where he formed the
base for his knowledge of financial analytics and the field of delivering advice.
Education
Anthony graduated from the University of Connecticut with a bachelor’s degree in Economics, and a focus
in Financial Economics. His first two years at the University of Connecticut he majored in Finance, but a
great experience and professor from his Economics class lead him to switch majors. Anthony participated in
the Finance Society at UConn while also participating in Greek life as the Rush Chairman for his fraternity.
Excelling in Academia, he took classes such as Business Calculus, Intermediate Microeconomics,
Intermediate Macroeconomics, Financial Economics, Advanced Accounting, and Money and Banking.
Taking 18 credits his first semester Senior Year, Anthony managed to make the Dean’s List with a GPA of
4.0. Bringing to the team a contemporary view and understanding of markets, with a knowledge of trading
trends and signals, Anthony embodies the definition of a high-level Portfolio Consultant and Financial
Planner.
Community
Being involved in the community is something Anthony embraces. At the University of Connecticut, he was
involved with fundraising for HuskyTHON, an 18 hour dance event that raises money for patients at CCMC
(CT Children’s Medical Center). Participating in numerous charity golf events, fundraisers, and community
service are just some of the ways Anthony shows his dedication to his community. He also attends South
Shore Young Professionals meetings on occasion in order to build his network.
Contact me
• Website: www.ImperiaWealth.com
• Address: 35 Braintree Hill Park, Ste 106
Braintree MA, 02184
• Phone Number: 781-654-0632
• Email: Anthony@ImperiaWealth.com