Anthony Sordo, CIM
After more than 20 years in the investment and asset management industry, Anthony joined Foster in 2017, to collaborate on the innovative and unique investment offerings the firm has to offer.
Anthony’s entrepreneurial nature led him to operate his own business at the age of 19. As a successful entrepreneur, he quickly learned about commerce in a real-world environment, leading him to study Accounting and Finance. Upon graduation, Anthony pursued a career in the Investment Management industry, gaining invaluable knowledge through diverse and progressive roles; from product development to working on trading desks for major brokerage firms.
As the Supervising Portfolio Manager at a major bank-owned brokerage firm, Anthony was responsible for discretionary portfolios, while working closely with advisors and their clients. This led him to start working on his own advisory business.
As a licensed Portfolio Manager, Anthony has completed rigorous advanced portfolio management courses which included receiving the CIM designation in 2009. Anthony and his team provide comprehensive and innovative investment counsel strategies, emphasizing an overall risk management approach with a focus on wealth preservation. Anthony utilizes the F&A Managed Account quantitative model as his core discretionary offering, and offers additional fee-based offerings to his non-discretionary clients. He is also licensed to trade options.
Anthony lives in Oakville with his lovely wife Allison and son Nicholas. Away from business, Anthony enjoys golfing, skiing and spending time with family and friends.