Meet Our Team - Detail

Marc-Anthony is a Registered Investment Advisor serving the Greater Richmond VA market. He is also the Vice President and Trust Portfolio Manager for BRB Trust, as well as a licensed insurance agent with experience in Medicare.  In these positions, Marc-Anthony is uniquely qualified to support his team with efficient asset allocation strategies, as well as ensure that our customers receive tailored financial guidance.

Marc-Anthony is originally from the Caribbean Island of Aruba and acquired his bachelor’s in finance at Richmond, the American International University, in London, UK. He received his MBA at the College of William & Mary. Marc-Anthony specializes in the accumulation and distribution phases of investment planning for people and organizations at any stage. His designation as a Chartered Portfolio Manager (CPM®) allows him to create robust portfolios for various goals in ways that few other wealth managers can.

In his free time, you can find Marc-Anthony scribbling away at fiction and non-fiction works. He is also the father of three girls, and his family frequents his wife’s home island of Karpathos in Greece.