As president of UMB Fund Services, Tony is responsible for overall organizational leadership, strategic development, fiscal management and business development.
Before being named to his current position, he served as executive vice president / director of business development for UMB Fund Services.
Prior to joining UMB in 2008, Tony was managing director for Brandywine Asset Management, an alternative investment manager, where he was responsible for client service and sales. Prior to that, he held positions both at SEI Investments as a director of sales and at BISYS Fund Services as senior vice president overseeing sales and client service. Tony also served as president of the First Union Bank Evergreen Funds. In addition, he worked for Merrill Lynch, overseeing both domestic and offshore third-party fund operations. Tony started his career in mutual funds at Delaware Investments in Philadelphia, where over a 10-year period he held various management positions in accounting, transfer agent operations and distribution.
Tony earned a bachelor’s degree in finance from the Wharton School of the University of Pennsylvania. He holds a FINRA Series 7 securities license and a Series 24 registered principal’s license.