Tony joined Wharton Business Group, LLC in 2012, where his main responsibilities include the supervision of portfolio reporting, client communications, and business-to-business transactions. Tony spent the first fifteen years of his career at Charles Schwab & Co, Inc. as a Senior Trader and Senior Business Development Officer. For the majority of his career, Tony has consulted with registered independent advisors, high net-worth clientele, and institutions, providing guidance on efficient business and investment practices.
Tony earned a Bachelor of Science degree in Administrative Management in 1986 from Colorado State University. He has held various FINRA licenses such as Series 7 (General Securities Representative) and Series 65 (Investment Advisor Representative).
Tony lives in Garnet Valley, PA with his wife Kathy and two children. He enjoys spending time with his family and traveling abroad. Additionally, he serves as an executive board member and head of the finance committee for the Darlington Arts Center in Garnet Valley.