About
Anthony divides his time between working directly with clients and managing the Firm’s overall operations. He considers these two duties to be vitally important to each other in shaping his understanding of what is needed to equip the team to serve our clients best. Outside of the office, Anthony enjoys hiking and cooking with his family.
Professional Designations
Certified Financial Planner (CFP®)
Education
Ohio University
Bachelor’s Degree, Finance and Accounting (2011)
Community
Secretary of the Richfield Town Trust
Member of the Ohio University Finance Advisory Counsel
Dave Lightner
CEO/Founder
T.J. Gliha
President
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
David Olson
Senior Vice President, Private Client
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Private Client
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Private Client
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Client Service
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Client Accounting