Anthony is a Financial Advisor and is responsible for working collaboratively with Trinity clients and our leadership team to develop planning and investment strategies to meet client needs with a particular emphasis on private markets. 

Prior to joining Trinity, Anthony worked at a $3.5B financial advisory firm serving high-net worth individuals and families as well as a Fortune 500 Investment Company.  He brings experience in investment management, as well as estate and insurance planning.

Passionate about giving back, Anthony served for two years as a missionary with Damascus. In his free time, Anthony loves volunteering at his church, mentoring young leaders, and serving the poor in third-world countries, including trips to Peru and the Dominican Republic. 

Contact information:

Phone: (614) 848-7667
Email

Download VCard
LinkedIn

EDUCATION

Master of Business Administration (MBA), Robert Morris University

B.S. in Business Administration, Robert Morris University