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Tony Corrao
Analyst-Equity på
Chas. P. Smith & Associates, PA, CPAs
Profil
Mr. Anthony M.
Corrao is a Financial Planning Director & Partner at Chas.
P.
Smith & Associates, PA, CPAs.
He is responsible for analyzing new accounts and implementing the investment strategy best suitable for the client.
He joined CPS in June 2010 as a Portfolio Trader & Analyst.
Mr. Corrao previously worked as an Assistant Controller for a large manufacturing company for over four years where he processed financial statements, worked on bank audits and completed account reconciliations.
His work experience is comprised of more than 17 years of accounting and financial planning, which he uses to build comprehensive plans for his clients to achieve their version of financial independence.
He graduated in 2003 with a Bachelor of Science degree in Finance from Florida State University.
He has obtained his Series 65 license as a Registered Investment Advisor Representative and has also earned his Certified Financial Planner professional designation.
Aktiva positioner av Tony Corrao
| Företag | Position | Start |
|---|---|---|
Chas. P. Smith & Associates, PA, CPAs
 Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance CPS aims to invest clients’ portfolio in the manner that best meets their long-term investment goals and risk tolerance. The firm utilizes both growth and value approach to investments and allocate funds among various asset classes. Additionally, taxable accounts are managed to enhance after-tax performance. In the interest of diversification, they predominantly use a mix of direct instruments (stocks and bonds) and no-load, low-cost passive index funds and ETF’s. | Analyst-Equity | 2010-06-01 |
Tony Corraos utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
88
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
Chas. P. Smith & Associates, PA, CPAs
Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance CPS aims to invest clients’ portfolio in the manner that best meets their long-term investment goals and risk tolerance. The firm utilizes both growth and value approach to investments and allocate funds among various asset classes. Additionally, taxable accounts are managed to enhance after-tax performance. In the interest of diversification, they predominantly use a mix of direct instruments (stocks and bonds) and no-load, low-cost passive index funds and ETF’s. | Finance |
Florida State University
 Florida State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
