Anthony Vernale, CFA

Designations and licenses

Anthony holds the Chartered Financial Analyst® designation.

Experience and education

Anthony provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Anthony served as partner and head of asset management at Atlantic Wealth Partners, LLC, where he co-led client relationship management and strategic financial planning. In this role, he oversaw investment reviews, cash flow and liquidity planning, portfolio construction, discretionary trading and ongoing investment management to deliver comprehensive wealth management solutions. He also managed portfolio operations, including billing, performance tracking and reporting.

Before that, he was a vice president at Highbridge Capital Management, LLC, where he partnered with portfolio managers and analysts to execute trading strategies focused on convertible, high-yield, distressed debt and special situations. He was also responsible for portfolio valuation, profit and loss reporting and securities lending activities. Earlier in his career, Anthony worked as an associate at Millennium Partners, LLP, supporting trade allocation and settlement activities while monitoring portfolio operations and risk reporting.

Anthony has a BSBA from Northeastern University with a dual major in finance and management.

Personal interests

Away from the office, Anthony enjoys golf, biking, swimming, relaxing at the beach and spending time with his family and three young children. He is also an alumnus of the Northeastern Rugby Football Club (NURFC).