Anthony Termini is an experienced investment advisor turned marketing consultant, helping broker/dealers, registered investment advisors, and FinTech companies grow assets, retain clients and enhance revenue through targeted marketing strategies and messaging across various platforms.

Previously, Anthony was Managing Director and Chief Investment Officer at Beta Capital, a hedge fund and family office, where he managed investment portfolios and led investments in diverse industries. He also led Sales and Marketing for Aspiriant Wealth Management’s San Francisco office and contributed to several financial books, including Wealth Management and Diversify or Die.

Anthony has managed over $100 million in client assets and has expertise in portfolio construction, asset allocation, retirement planning and investment taxes. He holds Series 3, 7, 8, 63 and 65 licenses.