AI FINANCIAL
 

Founder, Certified Public Accountant

Anthony specializes in family tax planning, review of investments with consideration of income tax consequences, and tax return preparation.

 

Anthony has been an operating partner and investor in several businesses.  He is passionate about helping families and entrepreneurs manage their financial matters. Anthony is a Certified Public Accountant in New York State.  He worked in various corporate roles at JP Morgan, KPMG, and Apollo Global Management.   Anthony recently retired from the New York State Department of Taxation & Finance.   

 

Anthony graduated from Pace University with a degree in Accounting, and earned his MBA from Columbia Business School.