Anthony Basalla

Anthony Basalla

Cerity Partners
Cleveland, Ohio, United States

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Work Experience

Cerity Partners

Partner

2017-05-01 - Present

Positive Coaching Alliance

Trainer

2015-03-01 - 2021-12-01

University School

Assistant Coach

2017-11-01 - 2020-11-01

Sigma Investment Counselors

Portfolio Manager

2014-04-01 - 2017-05-01

Beachwood High School

Assistant Coach

2015-10-01 - 2016-03-01

Spero-Smith Investment Advisers

Portfolio Manager

2006-04-01 - 2014-03-01

Westfield Group

Market Underwriter

2005-05-01 - 2006-04-01

Skills

investment advisory wealth planning tax advisory retirement plan services private capital finance business advisory services financial wellness wellness coaching

Languages

English