With over 17 years of corporate finance and investment related experience, Tony joined The Lineage Group in 2013.
Tony started his career in Chicago as an investment banker guiding multi-national corporations on corporate finance and merger and acquisition advice. Thereafter, he spent 12 years in New York with international experience in Munich, Germany as an institutional investor focused on the Private Equity asset class, investing over $2 billion of client capital. Tony applies the techniques he learned at an institutional level to benefit clients of The Lineage Group.
At The Lineage Group, Tony spends the majority of his time developing and monitoring financial plans for existing and new clients. This includes filtering and diligencing investment opportunities to arrive at those that are most suitable for clients. Tony and Joe Donnellon partner closely on client files, with Joe client facing and Tony focusing on implementation of the investment strategy. He also advises directly to a select group of new clients. Tony also takes the lead on implementing operational best practices for professionally managing the continued growth of The Lineage Group for increased client benefit.
Tony played soccer at Duke University and graduated with a degree in Economics. He currently resides in Northwest Indiana with his wife, son and daughter.
Licenses: Series 7, 66, Life
With over 15 years of experience, Joe believes that being a great financial advisor means that you have to transcend the standard roles and become a trusted confidant. His work ethic is fueled by his desire to not only meet, but also exceed his client’s expectations.
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Elizabeth has been a part of The Lineage Group for almost 10 years and she is the engine that makes the client experience run smoothly. The comfort and care each client gets is a direct result of her outgoing and genuine nature. Elizabeth works closely with Joe and Tony on client administration and compliance.
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