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Anthony joined Schneider Downs in July 2001 in the Retirement Plan Services department. Throughout his career at Schneider Downs, Anthony has worked tirelessly to establish trusting relationships with clients from a variety of industries in order to better serve plan sponsor needs.
He performs a variety of administrative work for 401(k), ESOP and welfare benefit plans, most notably annual discrimination testing, balance-forward plan valuations and tax form preparation. Anthony also performs plan document interpretation and compliance, annual employer contribution projections and ERISA audit assistance.
Anthony lives with his wife, Stephanie, and sons, Joseph and Dominic, in Monroeville, PA. He enjoys spending time reading and is an avid runner.
B.S. in Business Administration with Finance Concentration, The Ohio State University
M.B.A. in Finance, Duquesne University
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
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