Senior Managing Director, Head of Wealth Strategy, Cresset
Tony is a senior managing director/head of wealth strategy at Cresset in Chicago. He brings over 25 years of experience in working comprehensively with multi-generational families across a vast array of disciplines, including wealth strategy, governance, legacy, philanthropy and education by focusing on how wealth can positively impact personal, family, business and charitable desires.
Prior to joining Cresset, Tony was the Head of Wealth Planning and Senior Managing Director for The Private Bank and Abbot Downing divisions of Wells Fargo where he managed wealth planning for all client segments, including the affluent, high-net worth and ultra-high-net worth strategies. Tony began his career in the private practice of law specializing in sophisticated wealth transfer planning techniques, income tax planning, business succession and transition planning, executive compensation issues, charitable giving, international and cross-border taxation matters, tax controversy, corporate finance and securities issues, and mergers and acquisitions.
Tony earned his Bachelor of Science (B.S.) degree in Mathematics and Computer Science and his Bachelor of Science (B.S.) degree in Criminal Justice and Criminology from Metropolitan State College of Denver and his Juris Doctorate (J.D.) and his Masters of Laws (LL.M.) in Taxation from the University of Denver. Tony is a member of the Colorado and the District of Columbia Bars, holds the Certified Financial Planner™ (CFP®) certification, and is a Certified Trust and Financial Advisor (CTFA). Tony is a member of the Tax Section, American Bar Association, Tax Section, Colorado Bar Association, Denver Bar Association, Denver Estate Planning Council, Financial Planning Association and American Bankers Association.
Tony is a published author and has spoken at numerous national, regional and local seminars, forums and continuing education programs across the country.
Tony and his family love the outdoors of Colorado all year-round. He, his wife and four children enjoy camping, boating, skiing, snow-boarding, hiking, fishing, mountain biking, and snow-shoeing all throughout the beautiful State of Colorado!