Anthony Cassavechia
Financial Advisor

Profile in a flash

About Tony

Tony joined our team in December, 2012 after spending a long career in several corporate financial roles. He was a Finance Senior Vice President with the Heinz Corporation and held VP finance roles with PepsiCo where he spent over 20 years. He has extensive experience in business strategy, planning, financial operations and information technology, and has been a trusted advisor to Corporate CFOs and CIOs in large, multi-national companies. He has now extended his expertise to personal planning and wealth management.

Education

Tony joined our team in December, 2012 after spending a long career in several corporate financial roles. He was a Finance Senior Vice President with the Heinz Corporation and held VP finance roles with PepsiCo where he spent over 20 years. He has extensive experience in business strategy, planning, financial operations and information technology, and has been a trusted advisor to Corporate CFOs and CIOs in large, multi-national companies. He has now extended his expertise to personal planning and wealth management with a focus on corporate/business executives and their families

Experience

Tony is a CPA since 1982 (registered in the state of the CT), has an undergraduate degree in accounting from Fairfield University, holds an MBA from the University of Connecticut and has a post-graduate financial planning certification degree from SMU. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Tony is a high-achieving, results-oriented professional who is now bringing his CFO expertise to private wealth management. He holds the Series 7 securities and Series 66 professional licenses.

Personal Life

Tony and his wife of 35 years, Denise, moved to the Dallas area in 1997 and have two children, both grown and on their own. In his free time, Tony is a general sports enthusiast and an aspiring golfer.

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