Tony serves as Chief Technology Officer & Information Security Manager of Liberty Wealth Advisors® (formerly Portfolio Solutions®) and is responsible for executing the company’s technical and information security vision. He plays an integral role in the strategic direction, business processes, development, and future growth of Liberty Wealth Advisors® technology platforms. Tony has implemented Information Security Governance to create a secure environment for our team while ensuring a secure user experience for our clients.
Since joining Liberty Wealth Advisors® in 2009, Tony has implemented a secure IT infrastructure that supports the company’s goals and resulted in assets under management growth from $500 million to more than $1.5 billion. Tony has more than 20 years of leadership experience in the financial services industry, and more than 30 years’ experience in information technology.
Tony started his career at Electronic Data Systems (EDS) working in the GM Health care division developing client server and web-based applications. Prior to becoming the Chief Technology Officer at Liberty Wealth Advisors®, he was a Senior Systems Analyst at Munder Capital Management.
Tony graduated from Western Michigan University with a master’s degree in Information Security: Computer Information Systems and a Bachelor of Business Administration in Finance.