Anthony joined MarshBerry in the fall of 2020 and currently serves as a Vice President on the Financial Advisory team. In his role, Anthony is responsible for the fulfillment of mergers and acquisitions, debt and equity capital raise, valuation, due diligence, and financial consulting projects within the wealth management and insurance distribution sectors.
Anthony currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 7, 79, and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered broker-dealer of Marsh, Berry & Co., LLC.
Prior to joining MarshBerry, Anthony was a Financial Analyst at TFA Capital Partners, specializing in the gaming and leisure industry where he performed cash flow financial analysis and facilitated capital raising for Native American tribes. His clientele included tribal governments, gaming enterprises, and economic development corporations. He also gained experience and knowledge of the finance industry as a Wealth Management Intern at KLK Capital Management while pursuing his undergraduate degree.
Anthony graduated in June 2018 from the University of California, Irvine as a Regents’ Scholar with a Bachelor of Arts in Business Economics, receiving one of the most prestigious scholarships offered by the university. Additionally, Anthony has passed CFA Exam Level II (June 2019).
