Profil
Mr. Anthony R.
Watson, CFA MBA, is an Investment Committee Member at Portfolio Solutions LLC.
He has overseen portfolio management and trading operations at Portfolio Solutions® from 2012 to 2020.
He currently conducts investment research and serves as a member of the firm’s Investment Committee.
Prior to joining Portfolio Solutions in June 2012, Mr. Watson served in executive roles at three Fortune 500 firms including at one of the world’s largest banks.
There, he advised high and ultra-high net worth clients on all matters of wealth including investments, financial planning, credit and wealth-transfer strategies.
Mr. Watson earned the CFA® Charter designation in 2003 and a Master of Business Administration from the University of Michigan, Ross School of Business.
He earned his Bachelor of Business Administration in Finance from Walsh College.
Ehemalige bekannte Positionen von Tony Watson
| Unternehmen | Position | Ende |
|---|---|---|
Liberty Wealth Advisors LLC
 Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. | Chief Investment Officer | 01.01.2020 |
Ausbildung von Tony Watson
| Stephen M. Ross School of Business | Masters Business Admin |
| Walsh College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
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Herr
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Liberty Wealth Advisors LLC
Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. | Finance |
