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Anthony J. Palmieri, Jr.

Anthony J. Palmieri, Jr. 

Managing Partner

Anthony has more than 25 years of experience within the Retirement Plans marketplace with a focus on DB & DC Plans, Asset Management and Investment Analytics. He spent six years as Vice President of Retirement Services for USI Insurance Services, Inc., in their New York City office, responsible for managing the service, investment and sales support team. Anthony also served as the Senior Investment Consultant for the New York region and was a member of the USI Securities Investment Committee.

Prior to joining USI, Anthony was Director, Investment Product Services where he managed the investment team, alliance partner relationships and product development for Prudential Retirement Services. Prior, Anthony held positions within Prudential Institutional and Asset Management focusing on the Defined Benefit marketplace. As AVP, Retirement Services, Anthony was instrumental in developing a Defined Contribution product for the newly created division of Morgan Stanley (Dean Witter). He was involved in contract negotiations, revenue share agreements and product & marketing efforts.

Anthony is an LPL Registered Representative with FINRA, and has earned his Series 7 & 63 registrations held through LPL Financial and is an LPL Investment Advisory Representative. His in depth investment experience combined with his retirement plans knowledge has been beneficial for his clients and throughout his career.