We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
ADVISORY TEAM MEMBER
Anthony Rosetti is a Director, Wealth Advisor at Round Table Wealth Management, based out of our Boca Raton, Florida office. Anthony is responsible for developing and managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships.
Anthony began his career in the financial services industry in 2009 and spent the early part of his career in the private wealth management division of a national broker-dealer in New York City. In order to broaden his investment knowledge and experience within the industry, he completed the CFA designation and moved over to the institutional side of the business in Prime Brokerage Sales. While there he was responsible for building complex financial models to help evaluate bank financing relationships with some of the largest hedge funds in the world. Most recently he was an investment analyst at a global broker-dealer working primarily with corporate 401k plans, foundations and endowments, and high net worth individuals.
Anthony is a graduate of the University of Tampa, where he majored in Economics. He recently relocated to Florida from NYC and resides in Palm Beach Gardens with his wife, Blythe, and English Bulldog, Barkley. In his free time he enjoys working out and playing golf.
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.