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Anthony Petracci

Anthony Petracci

Investment Research Associate at Vestgen Advisors, LLC

Perry Hall, MD , United States

About

Anthony Petracci is an Investment Research Associate at VESTGEN ADVISORS, LLC, based in Perry Hall, Maryland. In his current role, he is responsible for conducting in-depth investment analysis, supporting portfolio management decisions, and providing actionable insights on various asset classes to optimize client portfolios. At VESTGEN, his research emphasizes equities, fixed income, and multi-asset strategies tailored to the needs of high-net-worth and institutional clients.

Previously, Anthony worked at Hanlon Investment Management, Inc., where he advanced from a Client Service Associate to Research Associate, gaining valuable experience in quantitative research, market analysis, and client solutions. His expertise spans sectors such as US and global equities, taxable and municipal bonds, as well as alternative investments, with a focus on risk assessment and asset allocation.

Anthony holds a bachelor's degree in Finance from West Virginia University, complemented by studies at St. Augustine Prep. Throughout his career, he has contributed to the improvement of investment processes and client reporting, demonstrating a strong commitment to analytical rigor and financial best practices.

Career History

OrganizationRoleDate RangeDetails
VestGen Wealth PartnersInvestment Research AssociateJan 2025 to Present
Hanlon Investment Management, Inc.Research AssociateApr 2015 to Aug 2025
Hanlon Investment Management, Inc.Client Service AssociateJan 2015 to Apr 2015
Tepedino Insurance GroupLicensed Sales ProducerJun 2014 to Dec 2014
I solicit the sale of insurance to prospective customers. I answer phone calls and assist current clients with all of their insurance needs
Longport Police DepartmentSpecial Law Enforcement Officer Class IMay 2012 to Aug 2014
Work with full time patrol to answer parking complaints and ordinance violations, assist with traffic control assignments and enforce disorderly persons offenses.

Education

West Virginia University

Bachelor's degree, Finance, General

2010 2014

St Augustine Prep

2006 2010

Skills & Expertise

Finance
Microsoft Excel
Microsoft Word
English
Property & Casualty Insurance
Portfolio Management
Insurance
Bank Management
Investments
Sales
Microsoft Office
PowerPoint
Customer Service
Data Entry
Data Analysis
Financial Analysis
Analysis
Research
Outlook
Equities
Property And Casualty Insurance
Property And Casualty

Others at Vestgen Advisors, LLC (3)

NameRoleLocation
Scott Brown
Scott Brown
Managing PartnerDover, DE , United States
Calen Smerchek
Calen Smerchek
Portfolio ManagerDenver, CO , United States
Robert Hostetter
Robert Hostetter
Chief Investment OfficerUnited States

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