We are excited to share that our Director of Investment Management and Senior Financial Advisor, Anthony Pugliese is now a partner in the Marshall Financial Group.
Anthony joined the Marshall Financial Group as a Financial Advisor in 2015 and has been an integral part of the firm’s success over the last 6+ years. “We hired Anthony at a point when MFG was experiencing growth and we were looking for someone with the expertise to help us continue to grow the firm,” says Pete Marshall, President of the Marshall Financial Group. “Anthony took the lead in working with our trading operations and portfolio management and after a few years became our Director of Investment Management.”
In this role, Anthony closely monitors our trading and portfolio operations. He also leads the implementation of the technology applications used by Marshall Financial Group to enhance the personalized experience for our clients and create accuracy and efficiency for the office.
In addition to managing our trading and portfolio operations, Anthony is a Senior Financial Advisor who works with MFG clients to help them focus on the long-term investment needs and financial goals that matter most. Like all of our advisors, he takes into account their goals, investment experience, and risk tolerance, and helps guide their investments based on those factors. Since joining MFG, Anthony has built strong personal relationships with clients and provides the highest level of professional advice and service.
“Marshall Financial is special because we create true relationships with our clients, our technology gives us high level resources, and our team works well together to provide exceptional service to our clients,” says Anthony. “As a partner, I am looking forward to the continued growth of MFG and more importantly, supporting our clients through all of life’s changes.”
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