Tony joined One Capital Management in 2026 with more than 25 years’ experience in the financial services industry. Previously, Tony served as a Vice President Wealth Management Advisor at TIAA. Prior to TIAA, he worked at New York Life, Deutsche Bank, and Morgan Stanley. Tony is a CERTIFIED FINANCIAL PLANNER^® (CFP^®) professional, a Certified Investment Management Analyst^® (CIMA^®) advisor, and a Certified Private Wealth Advisor^® (CPWA^®) practitioner. He earned a Bachelor of Science degree in Finance from St. John’s University.