Anthony Santoloci

Anthony Santoloci is Vice President, Investment Solutions at Shufro Rose & Co. LLC in New York, NY. He leads the investment solutions function for both the Contant-Leit and Shufro-Glass Groups, overseeing trading, portfolio management, and comprehensive financial planning for individuals and families. His role emphasizes proactive client service and customized strategies based on clients’ evolving objectives and values.

Santoloci's investment focus includes global balanced portfolio construction, strategic asset allocation, and high-quality equity and fixed income investments. He works closely with clients experiencing complex transitions, such as business changes, retirement, and wealth transfer, ensuring disciplined investment processes that prioritize risk management and long-term value.

Prior to becoming Vice President in 2023, he served as Investment Operations Manager at Shufro Rose, gaining extensive experience in operational oversight and execution. He began his career as a Registered Associate at Gilder Gagnon Howe & Co. LLC and holds a degree from Seton Hall University. Santoloci is a CFP® professional, noted for his contributions to client-centric financial planning and portfolio oversight within the wealth management sector.