Anthony J. Annino, CFA

Chief Executive Officer

Mr. Annino’s professional experience includes most recently serving as Chief Investment Officer and Treasurer for Perspecta Trust, a multi-family office serving U.S. and international families with investment management and wealth planning solutions.  In his capacity as CIO, Mr. Annino was responsible for leading the investment team and managing the investment process, which included broad oversight for all asset allocation, manager research, and deal sourcing activity for Perspecta’s principals and clients.  Prior to Perspecta, Mr. Annino served as Investment Research Officer for Cambridge Trust Company, a $2 billion money manager in Boston.  At Cambridge, Mr. Annino covered the consumer, energy, and industrial sectors, while maintaining broad oversight of the equity and fixed income trading functions.  Prior experience also includes management positions in the industrial, legal, and lodging industries.  Mr. Annino received a BA in Business from Saint Anselm College, an MBA from the Sawyer Business School at Suffolk University in Boston where he was inducted into the Beta Gamma Sigma international honor society and holds the Chartered Financial Analyst designation.

To Our Team


Let us show you the small market