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Anthony Englert Email & Phone Number

Founder | Managing Director at ALFA Advisory
Location: Denver, Colorado, United States 10 work roles 1 school
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Current company
Role
Founder | Managing Director
Location
Denver, Colorado, United States
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Who is Anthony Englert? Overview

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Quick answer

Anthony Englert is listed as Founder | Managing Director at ALFA Advisory, a company with 3 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Anthony Englert.

Anthony Englert previously worked as Managing Director at Alfa Advisory and Wealth Advisor, Head-of-Office, Vice President at Goldman Sachs. Anthony Englert holds B.S. Cum Laude, Finance from Westminster College.

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ALFA Advisory

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Profile bio

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.

Current workplace

Anthony Englert's current company

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ALFA Advisory
Alfa Advisory
Founder | Managing Director
Denver, CO, US
Employees
3
AeroLeads page
10 roles

Anthony Englert work experience

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Managing Director

Current

Denver, Colorado, United States

Nov 2023 - Present

Wealth Advisor, Head-Of-Office, Vice President

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.

Nov 2019 - Nov 2023

Private Wealth Management, Advisor, Vice President

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.

Sep 2014 - Nov 2019

Private Wealth Management Operations, Associate

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.

Jun 2009 - Aug 2014

Team Leader, Telephone Service Center

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

Apr 2008 - Jan 2010

Fund Manager, Da Davidson Student Investment Fund

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

Aug 2009 - Dec 2009

Co-Director, Opportunity Quest

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

Sep 2008 - Jan 2009

Office Manager

Design Plus, Inc

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

Nov 2007 - Apr 2008

Sales Team Leader, Senior Paralegal Consultant

Progrexion Marketing / Lexington Law Firm

Greater Salt Lake City Area

Consulted with potential clients regarding law firm's credit repair servicesManaged a sales team of 8-10 individuals

Feb 2006 - Mar 2007
1 education record

Anthony Englert education

FAQ

Frequently asked questions about Anthony Englert

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What company does Anthony Englert work for?

Anthony Englert works for ALFA Advisory.

What is Anthony Englert's role at ALFA Advisory?

Anthony Englert is listed as Founder | Managing Director at ALFA Advisory.

Where is Anthony Englert based?

Anthony Englert is based in Denver, Colorado, United States while working with ALFA Advisory.

What companies has Anthony Englert worked for?

Anthony Englert has worked for Alfa Advisory, Goldman Sachs, American Express, Westminster College, and Design Plus, Inc.

How can I contact Anthony Englert?

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What schools did Anthony Englert attend?

Anthony Englert holds B.S. Cum Laude, Finance from Westminster College.

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