Anthony Englert

Anthony Englert Email and Phone Number

Founder | Managing Director @ ALFA Advisory
Denver, CO, US
Anthony Englert's Location
Denver, Colorado, United States, United States
About Anthony Englert

With nearly 20 years of experience in the financial industry, I am a seasoned and passionate wealth advisor. I help my entrepreneurial clients make smart decisions about their money, giving them the maximum confidence in achieving their financial goals. ALFA Advisory is a boutique firm that provides customized and holistic financial solutions to successful business owners, driven by our mission that the world needs more change agents with greater resources. I bring diverse perspectives and experiences from my time in my own family's business, Goldman Sachs, American Express, and years of self-study of 100s of books and courses. I am proud of the impact and results I achieve for my clients, and always eager to learn and grow, especially through collaborating with others.

Anthony Englert's Current Company Details
ALFA Advisory

Alfa Advisory

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Founder | Managing Director
Denver, CO, US
Website:
alfaadvisory.com
Employees:
3
Anthony Englert Work Experience Details
  • Alfa Advisory
    Founder | Managing Director
    Alfa Advisory
    Denver, Co, Us
    View
  • Alfa Advisory
    Managing Director
    Alfa Advisory Nov 2023 - Present
    Denver, Colorado, United States
    View
  • Goldman Sachs
    Wealth Advisor, Head-Of-Office, Vice President
    Goldman Sachs Nov 2019 - Nov 2023
    Denver, Colorado, United States
    Personal Financial Management; Investment Advisory services offered by United Capital Financial Advisers, LLC, a Goldman Sachs Company.- Help families, private business owners and public executives make smart decisions about their money, giving them the maximum confidence in achieving their financial goals- Oversee Denver Tech Center office and team of as many as 13 advisors and client service associates
    View
  • Goldman Sachs
    Private Wealth Management, Advisor, Vice President
    Goldman Sachs Sep 2014 - Nov 2019
    New York, New York, United States
    Private Wealth Advisor- Work with ultra high-net-worth families, private business owners and public executives to protect and grow their wealth- Served as 1 of 15 advisors collectively managing over $18 billion and advising on over $30 billionMarket Solutions Group Management Team- Work alongside COO of $200 billion multi-asset desk to design bespoke investment products and solutions for clients and Private Wealth Advisors; led redesign of Equities/Options trading platformStrategic Business Architecture Group- Member of 6 person strategy team tasked with redesigning trading architecture for PWM- Interviewed Partner/Division Head on stage in front of 600 associates for perspective and career advice
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  • Goldman Sachs
    Private Wealth Management Operations, Associate
    Goldman Sachs Jun 2009 - Aug 2014
    Salt Lake City, Utah, United States
    Execution Services Team Manager, Associate- Managed team of 12 supporting booking and reporting of 60,000 trades/day of all security types- Supervised trade support hotline and oversaw trade error correction process- Co-led Dodd-Frank regulatory impact analysis and implementation for all of PWMAlternative Investments Middle Office, Analyst- Supported transactions and client reporting of $70bn in Hedge Fund and Private Equity assets - Structured new fund offerings as hedge funds, private equity funds, and Business Development CompaniesSpecial Investment Operations Summer Intern - Supporting the alternative investments of Private Wealth clients
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  • American Express
    Team Leader, Telephone Service Center
    American Express Apr 2008 - Jan 2010
    Greater Salt Lake City Area
    - Managed 14-person team; accountable for performance, career development and staffing- Coached 100+ new-hires through 10-week training program - Participated in analysis of data model beta to forecast bank's commercial paper funding needs- Provided high-touch service to top 5% of client account
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  • Westminster College
    Fund Manager, Da Davidson Student Investment Fund
    Westminster College Aug 2009 - Dec 2009
    Greater Salt Lake City Area
    Co-managed a real $50,000 long-only equity portfolio with 11 peers using GARP strategy to finish 2nd out of 20 competing colleges
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  • Westminster College
    Co-Director, Opportunity Quest
    Westminster College Sep 2008 - Jan 2009
    Greater Salt Lake City Area
    Worked with Director of Center of Entreprenuership to plan, market, and execute 2nd annual campus-wide business plan competition; involved 100 students across 26 teams competing for $15,000 of prize money and exposure to venture capitals
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  • Design Plus, Inc
    Office Manager
    Design Plus, Inc Nov 2007 - Apr 2008
    Greater Salt Lake City Area
    Performed managerial duties for interior design firm including information database design, order processing and fulfillment, and assisted with on-site project management and contractor coordination; assisted CFO with cash management and accounting
  • Progrexion Marketing / Lexington Law Firm
    Sales Team Leader, Senior Paralegal Consultant
    Progrexion Marketing / Lexington Law Firm Feb 2006 - Mar 2007
    Greater Salt Lake City Area
    Consulted with potential clients regarding law firm's credit repair servicesManaged a sales team of 8-10 individuals

Anthony Englert Education Details

Frequently Asked Questions about Anthony Englert

What company does Anthony Englert work for?

Anthony Englert works for Alfa Advisory

What is Anthony Englert's role at the current company?

Anthony Englert's current role is Founder | Managing Director.

What schools did Anthony Englert attend?

Anthony Englert attended Westminster College.

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