Anthony is a closely-held business advisor at Commerce Trust. He specializes in the valuation of closely-held businesses and business interests in a fiduciary or custodial capacity.
The majority of the companies are valued on an annual basis in association with their review for determining the investments’ suitability and inclusion in account portfolios; as well as managing valuation services provided for external engagements such as locating purchasers for, and completing the sale of closely-held business interests.
Prior to joining Commerce Trust, Anthony was a financial advisor with Merrill Lynch Pierce Fenner & Smith, as well as PNC Investments.
He holds a Bachelor of Science dual degree in both finance and marketing from Saint Louis University. In addition to these degrees, Anthony previously held his Series 7 and Series 66 licenses with the Securities & Exchange Commission (SEC) as well as the Life, Health, & Variable Annuity Insurance licenses with the State of Missouri. Anthony is a Certified Exit Planning Advisor and a Certified Financial Planner (CFP) candidate and has completed all of the course exams. He is also a member of the National Trust Closely-Held Business Association (NTCHBA), the Risk Management Association (RMA), and the American Bankers Association (ABA).