Anthony Leone
Director of Research and Trading

Responsible for macroeconomic research and trading execution, Tony helps frame the outlook for client investment strategies. Having gained experience in both the wirehouse and independent space, his consistent approach to fundamental investing provides the critical data used in the creation of client portfolios.


Tony has an undergraduate degree from the University of New Hampshire, as well as two Master’s degrees from the University of Rhode Island. His studies in science have provided the foundation for understanding how minor adjustments affect the macro environment, which he believes are vital in the application of portfolio management.


When he isn’t at the office, Tony loves playing hockey, spending time with family, and playing golf on the weekends with friends.

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