Anthony assists clients with manager searches, performance measurement, asset allocation studies, and technical projects. Anthony is a member of NEPC’s Public Fund Practice Group and is based out of our Redwood City office.
Prior to joining NEPC in 2010, Anthony was a Senior Consulting Associate at Wurts & Associates, Institutional Investment Consultants. At Wurts & Associates, Anthony was the lead conductor of all asset-liability studies and ran and presented asset-allocation studies. Anthony developed investment policy statements for clients and analyzed the performance of the investment managers. He also created, presented and developed educational presentations on various asset classes, capital market assumptions and the latest investment strategies. Prior to joining Wurts & Associates in 2006, Anthony was employed as a Financial Advisor at Waddell & Reed Inc.
Anthony earned his B.S. in Finance from San Jose State University. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is currently pursuing the Chartered Financial Analyst designation.