Anthony Corona, CFA, CFP^®

As a Portfolio Manager and LPL Financial Planner at Synetos Capital Management, my journey in the financial services industry spans over 26 years. My career path has taken me through reputable institutions like RBC Capital Markets, Morgan Stanley, Merrill Lynch, Bank of America, UBS, and PaineWebber. Throughout these experiences, I've honed my skills and obtained both the Chartered Financial Analyst^® (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP^®) designations. My academic foundation in Finance & Accounting was laid at Western Connecticut State University, where I earned my Bachelor of Arts.

What sets me apart is my distinct approach to financial management. I'm not driven by sales or monetary gain. Instead, my focus is solely on managing the assets of my clients. Over the past decade, I haven't solicited business, choosing instead to concentrate on providing my clients with the confidence they need regarding their finances and retirement plans. By serving as a business consultant, financial analyst, portfolio manager, and LPL financial planner, I bring a comprehensive and invaluable perspective to building and maintaining portfolios.

I believe the greatest value I can offer my clients is financial confidence, built on competence, experience, and mutual transparency. When you come to me, you bypass the layers of salespeople and customer service representatives, and you get direct access to someone fluent in financial analysis, portfolio management, and financial planning. This triad of expertise uniquely qualifies me to serve my clients effectively.

Outside of my professional life, I reside in my hometown of Ridgefield, CT, with my wife, Cristina, and our teenage children, Sophia and Charles. Together, we enjoy the vibrant community and all it has to offer.