Anthony Rotonda
Anthony Rotonda is a seasoned investment advisory professional with a proven track record of delivering tailored financial strategies and holistic wealth management solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. With over six years of progressive experience across investment advisory, fund operations, and hedge fund accounting, Anthony brings a unique combination of analytical expertise, strategic thinking, and client service excellence to his work.
Most recently, Anthony served as a Client Manager and Shareholder at Pathstone Family Office LLC, where he advised on a client portfolio exceeding $850 million across 42 families and 72 individual relationships. He specialized in portfolio oversight, investment planning, cash flow analysis, and personalized financial reporting—ensuring every client’s goals, preferences, and risk profiles were fully aligned with their investment strategy. He also collaborated closely with external partners, including family offices, estate planners, and tax professionals, to provide fully integrated wealth solutions.
Prior to his advisory role, Anthony held a position in Veritable LP’s Fund Operations team and was a member of the firms Partnership Operations Committee, where he monitored financial operations for the affiliated investment partnerships totaling approximately $3 billion in assets under management. His responsibilities included NAV sign-offs, performance estimation and due diligence coordination.
Anthony began his career at SEI Investments as a Hedge Fund Accountant, managing daily fund operations and valuations for a portfolio exceeding $2.4 billion in NAV. He served as the primary client contact and played a pivotal role in resolving complex accounting discrepancies and leading cross-functional training initiatives. He also built out and managed the team’s offshore support group, driving efficiencies and strengthening reporting capabilities.
Anthony holds a Master of Science in Finance and Economics (MSFE) from West Texas A&M University and a dual bachelor’s degree in Economics and Business Management from West Chester University of Pennsylvania.
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