Experience and Education

Tony is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports, and conducting trustee education on a wide range of investment topics. He also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Tony acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Tony may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining the firm, Tony was a consultant at AndCo, an investment consulting firm that was acquired by Mariner. While here, he focused on investment policy development, asset allocation strategy, investment manager analysis, and structure implementation. Tony also assisted with plan monitoring and evaluation.

Tony has a Bachelor’s degree in Finance from the University of Tulsa.

Personal Interests

Away from the office, Tony enjoys running, cycling, hiking, and spending time with his family.