Anthony D'Ambrosio
Director, Partner
Wealth Advisor - Senior PIM Portfolio Manager
Anthony D’Ambrosio thinks the best way to solve any problem is to partner with someone who has been through it before. Anthony didn’t let the volatile markets stop him from starting his career over 30 years ago. Instead, he used this and other experiences to securely guide clients through similar situations on the
path to success. Anthony believes in providing 360-degree service to his clients, coordinating with other professionals in their lives, like accountants and attorneys, to provide a complete picture. As a Senior PIM Portfolio Manager, he meets stringent criteria based on his experiences and expertise in private portfolio management.
In his long tenure, Anthony has worked at some of the world’s largest wealth management firms, including names like Prudential, Morgan Stanley & UBS before seeking an independent standard for his clients. Anthony graduated from Iona College with a bachelor’s in Finance.
He is an active member of the Business Council of Westchester and the Order Sons of Italy. He and his wife Lucy live with their three children in Scarsdale, NY. Out of the office he enjoys watching his favorite sports teams, staying active, fishing, and playing golf at Scarsdale Golf Club.
Wealth Advisor - Senior PIM Portfolio Manager
Anthony D’Ambrosio thinks the best way to solve any problem is to partner with someone who has been through it before. Anthony didn’t let the volatile markets stop him from starting his career over 30 years ago. Instead, he used this and other experiences to securely guide clients through similar situations on the
path to success. Anthony believes in providing 360-degree service to his clients, coordinating with other professionals in their lives, like accountants and attorneys, to provide a complete picture. As a Senior PIM Portfolio Manager, he meets stringent criteria based on his experiences and expertise in private portfolio management.
In his long tenure, Anthony has worked at some of the world’s largest wealth management firms, including names like Prudential, Morgan Stanley & UBS before seeking an independent standard for his clients. Anthony graduated from Iona College with a bachelor’s in Finance.
He is an active member of the Business Council of Westchester and the Order Sons of Italy. He and his wife Lucy live with their three children in Scarsdale, NY. Out of the office he enjoys watching his favorite sports teams, staying active, fishing, and playing golf at Scarsdale Golf Club.