Directory

>

Cfp Tony Privetera

avatar

Cfp Tony Privetera

Vice President, Wealth Management Caleo Capital NA LLC | Cetera Advisors LLC

United States

View contact details (it's free)

Cfp Tony Privetera

Summary

Tony Privetera is a seasoned financial services professional with over 30 years of experience in guiding high net worth individuals, families, and institutions in making informed investment decisions. As the President of Privetera Wealth Management Associates, he utilizes a comprehensive approach to address the specific financial needs of his clients. Tony holds a Master's Degree in International Business from Schiller International University in Paris, reflecting his global perspective on finance. He is a CERTIFIED FINANCIAL PLANNER™ and is dedicated to continuous professional development. Residing in New Jersey with his family, he balances his professional commitments with interests in charitable work, running, skiing, and tennis. His commitment to excellence is evident in his selective client approach, aiming to exceed expectations and make a meaningful impact on their financial lives.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Cfp Tony Privetera

Work Experience

company logo

Vice President, Wealth Management Caleo Capital NA LLC at

CALEO CAPITAL (PTY) LTD

September 2023 - Present

company logo

President at

Privetera Wealth Management Associates

April 2017 - Present

💼

President at

Privetera Wealth Management Associates LLC

April 2017 - Present

company logo

President, Privetera Wealth Managaement Associates at

Cetera Advisors

April 2017 - Present

company logo

President, Privetera Wealth Managaement Associates at

Cetera Advisors LLC

April 2017 - Present

💼

First Vice President, Financial Advisor at

Morgan Stanley

February 1994 - March 2017

company logo

First Vice President, Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

February 1994 - March 2017

Logos provided by Logo.dev

Frequently Asked Questions about Cfp Tony Privetera

What is Cfp Tony Privetera email address?

Cfp Tony Privetera's primary email address is **************@ceteraadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Tony Privetera work for?

Cfp Tony Privetera is a Vice President, Wealth Management Caleo Capital NA LLC at Cetera Advisors LLC, a company specializing in Functions related to depository banking.

How can I directly contact Cfp Tony Privetera?

To contact Cfp Tony Privetera directly, you can use the email address **************@ceteraadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Tony Privetera?

Tony Privetera is a seasoned financial services professional with over 30 years of experience in guiding high net worth individuals, families, and institutions in making informed investment decisions. As the President of Privetera Wealth Management Associates, he utilizes a comprehensive approach to address the specific financial needs of his clients. Tony holds a Master's Degree in International Business from Schiller International University in Paris, reflecting his global perspective on finance. He is a CERTIFIED FINANCIAL PLANNER™ and is dedicated to continuous professional development. Residing in New Jersey with his family, he balances his professional commitments with interests in charitable work, running, skiing, and tennis. His commitment to excellence is evident in his selective client approach, aiming to exceed expectations and make a meaningful impact on their financial lives.

Cfp`s contact details

mail

**************@ceteraadvisors.com

Colleagues

avatar
Corey Ross

Financial Advisor

avatar
David Kleiber

Regional Vice President – Supervision West Region

View Contact details (it's free)
Request Profile Removal