Anthony Fortunato, CIMA

Investment Director


Anthony Fortunato has focused his entire career in the Investment Industry. He has a great love for people and the market. His start out of college was with Advisor Asset Management group, where he educated financial advisors on investment products and solutions. He lives, breathes, and eats all things financial.

Anthony has been gifted with the ability to take complex market matters and paint them in a succinct, easy to understand picture that our clients appreciate.

Anthony earned a degree in Financial Information Analysis and Economics from Clarkson University and earned his Certified Investment Management Analyst (CIMA) designation from Yale School of Business. He holds FINRA Series 7, 6, and 63 licenses.

Anthony is married to Samantha and lives in Connecticut with their 1-year-old son, Tony, and dogs, Nala and Paulie. Anthony enjoys cooking on his Blackstone Grill and coaching Pop Warner 8th grade football.