Tony joined Congress Asset in 2020 and serves as Vice President of National Accounts for the firm. He is responsible for managing relationships with the firm’s intermediary clients.
Before joining Congress, Tony spent seven years at Amundi US (formerly Pioneer Investments), where he held multiple positions within distribution including external wholesaler and national account manager. He began his career as a financial advisor with Prudential Financial.
Tony holds the Certified Investment Management Analyst (CIMA®) and Certified ETF Advisor (CETF) certifications.
In his spare time, he enjoys golf, playing soccer, exercising, and spending time with his wife Liz and daughter Francesca.