Overview & Responsibilities: Tony is the founder and CEO of Crosspoint Capital Management. He is the CIO for Crosspoint’s Tactical strategies and head of strategy development. He has extensive experience working with private clients, institutional investors, and financial advisors on how to implement strategies to enhance their risk-adjusted returns.
Previous Experience: Prior to starting Crosspoint, Tony was a Vice President and Portfolio Manager for ThinkEquity LLC in the Asset Management division. Before ThinkEquity, he worked for the Private Bank at Banc of America Investment Services (BAS) and was a Market Maker/Specialist with Wedbush Morgan Securities. Tony holds FINRA series 7, 24, 55, and 66 licenses and earned a B.S.E. from St. Mary’s College of California.
Personal side: Tony is a Bay Area native and currently resides in Orinda, CA with his wife, Brittney and two daughters. As a sports enthusiast, Tony enjoys cheering on his “beloved” Oakland A’s, San Francisco 49ers, & Golden State Warriors. Before becoming the back-yard coach of his daughters, Tony was a high school basketball coach at his alma mater.
Overview & Responsibilities: Andrew is an associate with Crosspoint. He is responsible for a wide variety of roles ranging from research and analysis of investment decisions all the way to daily operational support.
Previous Experience: Prior to starting at Crosspoint, Andrew held positions as an Operations Specialist at Sanctuary Wealth Services before becoming a capital markets analyst at Goldman Sachs. He has been working in the industry since 2014, and looks to expand his experience in the field for years to come. Andrew holds a FINRA series 65 license and a degree in economics from the University of California, Berkeley.
Personal side: Andrew is an Orange County native, but currently resides in the Mission District of San Francisco. He played volleyball at Cal, and will forever be a supporter of Cal Athletics. Besides cheering for his home teams like the Anaheim Angels and Los Angeles Lakers, you will find him rock-climbing at local gyms or skiing at Mammoth Mountain.