You're signed outSign in or to get full access.
About
Anthony Farella is a Principal at Rockbridge Investment Management in Syracuse, NY, where he focuses on delivering tailored financial planning and investment management solutions to individuals and families. His responsibilities include constructing diversified investment portfolios, advising on retirement strategies, and simplifying clients’ complex financial situations, with an emphasis on long-term asset allocation and wealth preservation.
Previously, Anthony served as Vice President at RJR Associates, where he developed expertise in comprehensive financial planning and client relationship management over an eight-year tenure. At Rockbridge, his work emphasizes public equities, fixed income, and multi-asset portfolios, guiding clients through market cycles and aligning investments with their life goals.
Anthony holds the CFP® designation in Financial Planning from the College for Financial Planning and a BA in Economics from Syracuse University. He is also a graduate of Leadership Greater Syracuse, underscoring his commitment to professional excellence and community involvement. He is recognized for his client-centric approach and dedication to enhancing the financial well-being of those he serves.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Rockbridge Investment Management | Principal | Jan 2008 to Present | Fee Only Financial Planner and Investment Manager |
| RJR Associates | VP | Jun 2001 to Jul 2009 | Financial Planner |
Education
Leadership Greater Syracuse
2006 — 2007
College for Financial Planning
CFP Designation, Financial Planning
2000 — 2002
Syracuse University
BA, Economics
1986 — 1992
Skills & Expertise
Others at Rockbridge Investment Management, LCC (1)
| Name | Role | Location |
|---|---|---|
| Principal | NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner, Portfolio Manager | Neville Rodie & Shaw Inc. | New York, NY , United States | |
| Portfolio Manager; Vice President | Neville Rodie & Shaw Inc. | New York, NY , United States | |
N Newton Chung | Manager, Head Trader | Bristol John W & Co. Inc. /ny/ | NJ , United States |
C Charles Mott | Partner | Bristol John W & Co. Inc. /ny/ | Hampton Bays, NY , United States |
| Chief Investment Officer | Howe & Rusling Inc. | NY , United States | |
| Partner | Howe & Rusling Inc. | Rochester, NY , United States |