Anthony Valente is a Managing Director at Morgan Stanley. He joined the firm in 2006 and holds the following designations – Certified Portfolio Manager (CPM®), Family Wealth Director, Senior Portfolio Management Director, Senior Investment Management Consultant, Financial Advisor, Wealth Management and Financial Planning Specialist. Anthony, or as he likes to also be called, AV, is the founder of The SVS Wealth Management Team and acts as a Portfolio Manager as well as oversees all team operations in trading, sales, strategy and administration. His area of focus is portfolio construction. Using technical analysis, fundamental and personalized portfolio management, AV and his team create customized investment strategies, solutions and portfolios, thus providing clients with a level of individualized portfolio management, in both the high net worth and institutional client arenas. The Team consist of approximately forty people that work with each other, as well as assist strategic partners, to help their clients achieve their objectives as well as to explore alternatives and choose the financial and investment strategies that are most appropriate for the client.
Previous to Morgan Stanley, Anthony worked for First Investors Corporation from 1986 until 2006. AV graduated Union College in Schenectady, NY where he played football and was a first team All-American player. Anthony was one of the best defensive players in the program’s illustrious history and was inducted into the Union College Athletics Hall of Fame November 2017. Anthony now resides in New Jersey with his wife and children.