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Tony Kalinowski
Directeur Général chez
Roman, Butler, Fullerton & Co.
Profil
Mr. Anthony E.
Kalinowski is a President at Roman, Butler, Fullerton & Co. and a Principal at Triad Advisors LLC.
He is actively involved in financial plan development and asset management for clients.
Mr. Kalinowski was previously employed as a Managing Director by Morgan Stanley Smith Barney LLC and a Managing Director by Citigroup Global Markets, Inc.
He received his undergraduate degree from The Pennsylvania State University.
Postes actifs de Tony Kalinowski
| Sociétés | Poste | Début |
|---|---|---|
Roman, Butler, Fullerton & Co.
 Roman, Butler, Fullerton & Co. Investment ManagersFinance RBF Wealth Advisors’ general investment strategy, consistent with the tenets of modern portfolio theory, is to attempt to reduce risk and volatility by building globally diversified portfolios. To implement this strategy, they use both fundamental and technical analysis to screen various investment options for use in client portfolios. When creating portfolios, the firm allocates the client's assets among various investments taking into consideration the overall management style selected by the client and the platform where the assets are held. | Directeur Général | 01/02/2010 |
Anciens postes connus de Tony Kalinowski
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/02/2010 |
Citigroup Global Markets, Inc.
 Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Provides investment banking, financial and wealth management services | Corporate Officer/Principal | 01/06/2009 |
Formation de Tony Kalinowski
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Citigroup Global Markets, Inc.
Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Provides investment banking, financial and wealth management services | Finance |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Roman, Butler, Fullerton & Co.
Roman, Butler, Fullerton & Co. Investment ManagersFinance RBF Wealth Advisors’ general investment strategy, consistent with the tenets of modern portfolio theory, is to attempt to reduce risk and volatility by building globally diversified portfolios. To implement this strategy, they use both fundamental and technical analysis to screen various investment options for use in client portfolios. When creating portfolios, the firm allocates the client's assets among various investments taking into consideration the overall management style selected by the client and the platform where the assets are held. | Finance |
