Tony, co-founder and principal portfolio manager, began his career in 1991 working for GW Financial Services’ pilot program as a financial consultant for investors. He learned that high net worth individuals had an often unmet need for personalized investment advice that’s not based on a commission. Tony developed a broad range of knowledge within the securities industry, working in private client services for both Wells Fargo Securities and WM Financial. In 1999, he co-founded WP Advisors.