Assistant Vice President – Portfolio Manager – Private Wealth
- First Business Bank
- Madison, WI
Tony joined the Private Wealth team at First Business Bank in 2015 and serves as Assistant Vice President – Portfolio Manager – Private Wealth. He is responsible for monitoring and developing investment strategies for the division, lead trader on large block trades and has a seat on the Trust & Investment Committee. Tony has over 25 years of experience in the investment industry encompassing institutional trading/sales, portfolio management and high net worth client relationship management.
Prior to joining First Business Bank, Tony was an Institutional Product/Sales Specialist with Madison Investment Advisors and Head Trader at Holt-Smith and Yates Advisors. He graduated from UW-Milwaukee with a degree in Economics and holds the Chartered Market Technician designation. Tony enjoys playing competitive golf, fishing and family activities.
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