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Tony
has provided corporate finance and investment banking services to
middle market and large corporate clients for the past 18 years.
He focuses on merger and acquisition advisory services and capital
raising for clients in a wide variety of industries including manufacturing,
distribution and financial services. Tony's merger and acquisition
transaction experience includes over $1.5 billion in transaction
value and he has assisted in raising in excess of $500 million in
debt and junior capital.
Prior
to joining Curtis Financial, Tony was director in the Financial
Services Group at Berwind Financial L.P., a regional investment
bank. He also has held positions at Evans & Company, Inc., an equity
buyout group, and CoreStates Financial Corp., a super-regional commercial
and investment banking company.
Tony
has addressed numerous trade associations on topics such as mergers,
acquisitions and valuations, and he has been quoted in CFO Magazine,
Investment Dealers Digest, Mergers and Corporate Policy, American
Banker and National Underwriter.
Education
Tony earned a BS degree in Economics with a concentration in Finance
from the Wharton School of the University of Pennsylvania. He holds
the designation Chartered Financial Analyst (CFA) and NASD Licenses
Series 7, 63 and 24.
Professional
Affiliations
CFA Institute, Financial Analysts of Philadelphia, Pennsylvania
Association of Mutual Insurance Companies (past chair, Financial
Management Committee), New Jersey Bankers Association, Caring People
Alliance (past chair, Finance Committee), Archmere Academy (Chair, Board
of Trustees), Philadelphia Fire Department Historical Corporation
(board member).
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