Anthony Natelli, CFA®, CAIA®
Vice President of Investment Research and Advisory
Anthony Natelli, CFA®, CAIA® joined Magnus Financial Group in May 2020. Anthony is an Investment Research Associate and plays a vital role in supporting the robust wealth management solutions offered by Magnus.
Prior to joining Magnus, Anthony was Assistant Vice President in the investment department of Dynasty Financial Partners. While at Dynasty, Anthony provided investment research to financial advisors, participated in the investment committee and consulted on portfolio construction for high-net-worth individuals. He has held additional roles in wealth management at City National Rochdale and NYLIFE Securities.
Anthony received his Bachelor of Business Administration in Finance from Iona College and is bilingual in English and Spanish. He previously maintained Series 7, 56 and 63 licenses and currently holds the Chartered Financial Analyst (CFA®) designation, Chartered Alternative Investment Analyst (CAIA®) designation and is a member of CFA Society New York.
Anthony resides in Rye, NY and is an avid boater in the Long Island Sound.