Antonio DeRosa

Antonio DeRosa is a seasoned Senior Executive with a successful track record in the Wealth Management industry, excelling in Strategic Business Planning, Portfolio Management, Sales, Securities, Recruiting, Personnel Management, Investment Advisory, and Business Development.

He holds a CIMA in Finance and Investment Management from the prestigious Wharton Business School and has handled C-Suite responsibilities, including roles as CEO, CIO, COO, and CFO on a global scale.

Antonio's educational background includes a Bachelor's degree in Economics & Accounting from City University of New York Graduate Center, as well as a Master's degree in Mathematics & Education from City University of New York.

His professional journey includes leadership positions such as Chief Executive Officer at Qualis Capital LLC, Managing Director - Global Head of Advisory at Jefferies, and Head of Business & Product Management / National Sales Director at Morgan Stanley.

Antonio has also contributed to organizations like Columbia University in the City of New York, E-liance, Prudential Financial, Goldman Sachs, and Clemente Capital, Inc., where he held various roles in investment management, product management, sales, and advisory.

With his expertise and background, Antonio DeRosa brings a wealth of knowledge and experience to the financial sector, making him a reputable figure in the industry.