Our Team

Anthony is a native New Yorker, who joined Wells Fargo Advisors in 2016. He began his career at Morgan Stanley in 2008 during the throes of the Financial Crisis.  Having earned his CERTIFIED FINANCIAL PLANNER (TM) certification, he handles all of the planning needs for our clients' families and businesses, including comprehensive asset allocation, cash management, retirement planning strategies, educational planning, succession planning, insurance needs analyses, and estate planning strategies. Since 2010, Anthony manages the team's rapidly growing reinsurance practice and helps corporations and principals incorporate reinsurance into their overall business and estate plan. In 2018 he was recognized as a 2018 Forbes Top Next-Gen Wealth Advisors.

Prior to Morgan Stanley, Anthony was a Division I Collegiate hockey player at Bentley University, where he earned his B.A. in Finance. He is an active contributor to charities, such as The Wounded Warrior Project, Boys Town of Italy and The Rusty Staub Foundation.  Anthony currently resides in the Greater New York City area with his wife Megan, daughter Charlotte, and son Theodore.

Anthony holds FINRA Series 7 and 66 securities registrations as well as active insurance licenses in Alaska, Connecticut, Delaware, Washington D.C., Florida, Massachusetts, Maryland, New Jersey, New York and Virginia.

*The Forges Top Next-Gen Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, asset under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Jim's investment career began at Gabriele, Hueglin, and Cashman in 1984, where he was a VP of Fixed Income, focusing on municipal bonds and corporate debt for his high-net worth clientele.  He later worked with Morgan Stanley's Global Wealth Management Group before joining Wells Fargo Advisors in 2016.

As a designated International Financial Advisor, he is responsible for advising domestic and foreign high net worth individuals and families, along with foundations and corporations. He focuses on fixed income while helping to develop and implement multi-asset class investment portfolios for his clients. He leverages Wells Fargo Advisors' world-class suite of products and services to source the best performing managers in the equity, fixed income and alternative asset classes.

Jim received his Finance degree from Georgetown University in 1982, and was elected into the Georgetown University Hall of Fame in 1999. He resides in Point Lookout, New York with his wife and five children. Additionally, Jim is a Trustee of the Heisman Trophy Trust and a volunteer Commissioner of Point Lookout Baseball.

Jim holds FINRA Series 7, 63, and 65 securities registrations as well as active insurance licenses in Alaska, Connecticut, Delaware, Washington D.C., Florida, Massachusetts, Maryland, New Jersey, New York and Virginia.

Karl joined Wells Fargo Advisors in 2016. He began his career at Gabriele Hueglin and Cashman, a specialty bond firm, in 1983 and spent his time there constructing fixed income portfolios for high net worth clients.  In 1984 Karl moved to Oppenheimer & Co where he expanded his fixed income experience by gaining a broad understanding of the equity markets.  In 1997 Karl moved to Morgan Stanley where he focused on utilizing his broad experience in the markets to the management of complete portfolios. 

Karl earned his degree in political science at the University of North Carolina where he was also a member of 1983 NCAA Lacrosse champions.  Karl and his wife make their home in Wilton, CT where they raised their three children.

Karl holds FINRA Series 7, 63, and 65 securities registrations as well as active insurance licenses in Alaska, Delaware, Connecticut, Washington D.C., Florida, Massachusetts, Maryland, New Jersey, New York and Virginia.

Matthew has been with the team since 2013 and he joined Wells Fargo Advisors in 2016 after starting his career at Morgan Stanley. He focuses on interacting with clients to help identify areas for improvement in their investment plan. Matthew's mission is to provide every client with personalized, goal-oriented financial advice and portfolio management - delivered with the highest level of service and professional integrity.  

He is a graduate of the Gabelli School of Business at Fordham University with a Bachelors of Business Administration degree in Finance and Information Systems. In his free time, Matthew trains in the martial arts form of Practical Wing Chun and enjoys outdoor activities and world travel.

Matthew holds FINRA Series 7 and 66 securities registrations as well as active insurance licenses in Alaska, Delaware, Washington D.C., Maryland, New Jersey, New York and Virginia.

Mira is a Registered Client Associate with the team and she handles all aspects of the team's day-to-day operations, workflow management and client administration. Using the extensive resources of Wells Fargo Advisors as well as her background as head of operations for a leading logistics company in Slovakia, Mira provides a premier service experience for both domestic and international clients.

Born and raised in Slovakia, Mira came to the United States and earned her Bachelors of Business Administration degree in Accounting from the Zicklin School of Business at Baruch College. She is fluent in Slovak, English and Czech and enjoys running, fashion design and travelling the world.

Mira holds FINRA Series 7 and 66 securities registrations as well as active insurance licences in Alaska, Connecticut, Delaware, Washington DC, Florida, Georgia, Kentucky, Massachusetts, Maryland, New Hampshire, New Jersey, New York, Pennsylvania and Virginia.