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Wealthcare » Meet The WealthCare Financial Team » Tony Parish, CFA®, CQF

Tony Parish, CFA®, CQF

Tony Parish, CFA®, CQF

Chief Investment Officer (AlphaStar Capital Management)

Tony joined Alphastar as Chief Investment Officer and acts as Chair of the Investment Committee and overseeing and guiding Alphastar’s investment policies, money manager partnerships, and portfolio model offerings.

Tony brings a wealth of experience to the Alphastar team, most recently having worked with Sage Advisory Services in Austin, TX as the Director of Quantitative Strategies; helping manage multiple objective-based investment strategies and serving on the firm’s Investment Committee, providing input on ~$12.5 billion of AUM. Previously, Tony worked in product development and analytics with Deutsche Asset Management, Credit Suisse, and OppenheimerFunds in New York City. He is passionate about working on financial data science projects (yes, really), and he specializes in quantitative modeling of multi-asset portfolios. Before moving to portfolio management, Tony began his career as a financial journalist, leading an editorial team for Investor Relations Magazine.

Tony is a Chartered Financial Analyst (CFA®) and holds a Certificate in Quantitative Finance (CQF). He earned his MBA, with a concentration in Finance, from Fordham University in New York, a Certificate in Data Science from the University of Washington, and a BFA from Concordia University in Montreal.

His favorite activities include movie-watching with his wife Bethany and son Robert, as well as recording buttery R&B bass tracks with his Rickenbacker bass.

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Boca Raton Office

5301 N Federal Highway, Suite 170 Boca Raton, FL 33487

561-705-2005

Monday - Friday8:30am - 6:00pm
SaturdayClosed
SundayClosed

Tampa Office

1715 N Westshore Blvd
Tampa, FL 33607

561-705-2005

Monday - Friday8:30am - 6:00pm
SaturdayClosed
SundayClosed

Fort Lauderdale Office

4901 NW 17th Way #104
Fort Lauderdale, FL 33309

561-705-2005

Monday - Friday8:30am - 6:00pm
SaturdayClosed
SundayClosed

5301 N Federal Highway, Suite 170 Boca Raton, FL 33487

561-705-2005 | Monday - Friday 8:30am - 6:00pm

We offer financial advisory services in: Orlando, FL Jacksonville, FL Naples, FL Melbourne, FL

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Disclaimer: Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. WealthCare Financial and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. WealthCare Financial offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by WealthCare Financial and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar.