Anthony (Tony) Leonard, Cepa

Anthony (Tony) Leonard, Cepa Email and Phone Number

Vice President @ MidCap Advisors, LLC
Orlando, FL, US
Anthony (Tony) Leonard, Cepa's Location
Greater Orlando, United States, United States
Anthony (Tony) Leonard, Cepa's Contact Details

Anthony (Tony) Leonard, Cepa work email

Anthony (Tony) Leonard, Cepa personal email

n/a

Anthony (Tony) Leonard, Cepa phone numbers

About Anthony (Tony) Leonard, Cepa

Empowering RIA Owners and their clients with Clarity & Confidence Through Business SalesLeveraging 30+ years of financial services experience, I guide RIA owners and their business owner clients through the intricacies of selling their organization. I help you answer critical questions:Is it time to sell?Is it time to buy?Am I better off doing nothing?What's your entity's true value?Understanding the M&A landscapeThe future of the RIA industryEnsuring a smooth transition for allComing from a family of entrepreneurs, I understand the emotional rollercoaster of selling a business. My passion is guiding you through this journey with:Clarity: Cutting through the noise with actionable insights.Confidence: Selling your firm on your terms, not the market's.Tailored Strategies & Dedicated SupportWe're a team of dedicated professionals who believe in active listening. We work closely with you to understand your unique goals, concerns, and timing. This allows us to tailor strategies that maximize your firm's value and positioning—one of your most valuable assets.Ready for a Confidential Conversation?If you're considering selling your RIA, let's explore your options together. Contact me for a discreet discussion about your business aspirations.

Anthony (Tony) Leonard, Cepa's Current Company Details
MidCap Advisors, LLC

Midcap Advisors, Llc

View
Vice President
Orlando, FL, US
Anthony (Tony) Leonard, Cepa Work Experience Details
  • Midcap Advisors, Llc
    Vice President
    Midcap Advisors, Llc
    Orlando, Fl, Us
    View
  • Midcap Advisors, Llc
    Vice President
    Midcap Advisors, Llc Aug 2020 - Present
    New York, New York, Us
    MidCap Advisors is a nationally recognized investment bank focused on providing sophisticated investment banking expertise to middle market clients in a wide range of corporate finance areas including mergers, acquisitions and divestitures, capital raises, ownership transition planning and value enhancement.
    View
  • Wise Rhino Group
    Managing Director
    Wise Rhino Group Jan 2019 - Jun 2020
    Mount Pleasant, Sc, Us
    Created and maintained customized CRM.Worked with an outside vendor to overhaul the website.Participated in the following transactions:401k Advisors IntermountainAlpha Pension GroupBukaty CompaniesChepenik FinancialCSI Advisory ServicesFulcrum PartnersGRPHUBJW Retirement Group Lakeside Wealth ManagementMontgomery Retirement Plan AdvisorsOneDigitalResourcesStrategic Retirement PartnersWestminster Consulting
    View
  • Usi Consulting Group
    Vice President
    Usi Consulting Group Dec 2017 - Jan 2019
    Glastonbury, Ct, Us
    View
  • Oneamerica
    Regional Qualified Plan Sales Director
    Oneamerica Aug 2013 - Dec 2017
    Indianapolis, In, Us
    ONEAMERICA® company has offered plan sponsors an independent alternative to bundled providers. Those who value choice, objectivity, and flexibility rely on OneAmerica to provide their plans with a custom solution to achieve their goals, rather than an off-the-shelf product. As a TRUE open-architecture provider, OneAmerica is able to meet the demands of Advisors and Financial Professionals regardless of their compensation arrangements. As an independent full-service record-keeping provider, OneAmerica does not offer investments, allowing Advisors to design & offer custom portfolios to their clients without the worry of proprietary requirements. We offer our full suite of services utilizing a fully disclosed fee-for-service pricing model. Furthermore, to the extent we receive any revenue sharing we disclose and offset our fees with those dollars. Lastly we do not compete with our Advisor/Broker partners by offering investment services.
    View
  • Globalt Investments
    Vp, Director Of Sales
    Globalt Investments Jan 2012 - Aug 2013
    Our firm was built on an investment process that focuses on the dynamics of change. We believe that the globalization of world economies has fundamentally changed the way business is done, and the understanding of the impact these changes have on U.S. companies is critical to long-term investment success.Our team of experienced investment professionals utilizes a knowledge base that integrates quantitative, fundamental, and technical analysis to construct portfolios of companies that:understand the importance of competing on a worldwide basis. derive a significant amount of their revenues from outside the U.S.are leaders in their respective industries. The senior management team has remained together since the firm's inception allowing for continuity of leadership and consistent execution of the investment process. We manage over $1.4 billion in assets as of March 31, 2012. The firm manages investment strategies for equity, fixed income and asset allocation or ETF strategies for corporate and public retirement plans, endowments and foundations, Taft-Hartley plans, and individuals and families. Our ETF strategies was launched in early 2003 after devoting nearly two years of research to the development of this disciplined long-term investment strategy that seeks to limit downside risk and reduce market volatility. We now offer several proprietary ETF strategies for both individual and institutional clients. The disciplined framework utilized in our ETF strategy is also incorporated into the overall equity process.
  • Greater Charlotte Chief Financial Officers Forum
    President
    Greater Charlotte Chief Financial Officers Forum Jul 2010 - Jan 2012
  • Bdo
    Director, Business Development
    Bdo Feb 2008 - Jul 2010
    Chicago, Il, Us
    View
  • The Standard
    Regional Sales Director
    The Standard Jan 2007 - Feb 2008
    Portland, Oregon, Us
    View
  • Mfs Investment Management
    Regional Vice President
    Mfs Investment Management Sep 2003 - Dec 2006
    Boston, Massachusetts, Us
    View
  • Nylim
    Vp Sales
    Nylim 1998 - 2003
  • Sei Investments
    Regional Director Iag
    Sei Investments 1993 - 1997
    Oaks, Pa, Us
    View

Anthony (Tony) Leonard, Cepa Skills

Investments Retirement Planning Portfolio Management Asset Allocation Management Investment Strategies Strategy Mutual Funds Leadership Business Development Finance 401k Wealth Management Sales Management Product Development New Business Development Financial Services Due Diligence Product Marketing Investment Advisory Financial Analysis Equities Asset Management Financial Planning Financial Risk Alternative Investments Mergers And Acquisitions Series 7 Series 63 Financial Advisory Pensions 401 Retirement Savings Plans Investment Banking Etfs Fixed Income Securities Insurance Management Consulting Budgets Hedge Funds Marketing Strategy Strategic Financial Planning Investment Management Relationship Management Valuation Private Equity Leadership Development Financial Modeling

Anthony (Tony) Leonard, Cepa Education Details

  • University Of Notre Dame
    University Of Notre Dame
    Economics

Frequently Asked Questions about Anthony (Tony) Leonard, Cepa

What company does Anthony (Tony) Leonard, Cepa work for?

Anthony (Tony) Leonard, Cepa works for Midcap Advisors, Llc

What is Anthony (Tony) Leonard, Cepa's role at the current company?

Anthony (Tony) Leonard, Cepa's current role is Vice President.

What is Anthony (Tony) Leonard, Cepa's email address?

Anthony (Tony) Leonard, Cepa's email address is to****@****oup.com

What is Anthony (Tony) Leonard, Cepa's direct phone number?

Anthony (Tony) Leonard, Cepa's direct phone number is 170492*****

What schools did Anthony (Tony) Leonard, Cepa attend?

Anthony (Tony) Leonard, Cepa attended University Of Notre Dame.

What skills is Anthony (Tony) Leonard, Cepa known for?

Anthony (Tony) Leonard, Cepa has skills like Investments, Retirement Planning, Portfolio Management, Asset Allocation, Management, Investment Strategies, Strategy, Mutual Funds, Leadership, Business Development, Finance, 401k.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.