Anthony Glomski

Anthony Glomski Email and Phone Number

Founder at AG Asset Advisory Family Office - Designing bespoke wealth planning strategies and customized solutions for highly successful entrepreneurs @ AG Asset Advisory Family Office
Anthony Glomski's Location
Los Angeles, California, United States, United States
Anthony Glomski's Contact Details

Anthony Glomski work email

Anthony Glomski personal email

Anthony Glomski phone numbers

About Anthony Glomski

Anthony Glomski is the author of Liquidity and You: A Personal Guide for Tech and Business Entrepreneurs Approaching an Exit. He is also the founder of AG Asset Advisory, an SEC-registered Family Office that designs bespoke wealth planning strategies and customized solutions for highly successful entrepreneurs that avoid missing potential opportunities and achieve the outcomes you want. His team works extensively with entrepreneurs to build family offices and optimize their financial world. This collaborative process addresses an array of family, financial and lifestyle concerns along with coordination and oversight of various professionals to keep everyone focused tightly on their goals.A defining characteristic of the entrepreneurs Anthony works with is the complexity in their lives and their desire to address this complexity effectively. This is the key issue that inspired his own venture to solve that problem.Anthony is a widely recognized thought leader in the community. He has been featured in several publications including Forbes, US News & World Report and Yahoo!Tech and is currently a contributor for Accounting Today and CPA Trendlines.Anthony is an alumnus of KPMG and a member of the Milken Institute Associates. Originally from the Midwest. He is active in several charities, including the Surfrider Foundation and an annual commitment to Project Hope Alliance to help them end the cycle of childhood homelessness.An avid surfer and a car enthusiast, Anthony is a member of the Silicon Beach Surfers and the Porsche Club of America. He splits his time between Los Angeles and New York.

Anthony Glomski's Current Company Details
AG Asset Advisory Family Office

Ag Asset Advisory Family Office

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Founder at AG Asset Advisory Family Office - Designing bespoke wealth planning strategies and customized solutions for highly successful entrepreneurs
Anthony Glomski Work Experience Details
  • Ag Asset Advisory Family Office
    Principal & Founder
    Ag Asset Advisory Family Office Jun 2010 - Present
    Los Angeles, California, Us
    AG Asset Advisory is an SEC-registered Family Office. We design bespoke wealth planning strategies and customized solutions for highly successful entrepreneurs that avoid missing potential opportunities and achieve the outcomes you want.Our team works extensively with entrepreneurs to build family offices and optimize their financial world. This collaborative process addresses an array of family, financial and lifestyle concerns along with coordination and oversight of various professionals to keep everyone focused tightly on their goals.A defining characteristic of the entrepreneurs we work with is the complexity in their lives and their desire to address this complexity effectively. This is the critical issue that inspired our venture to solve that problem.We have been featured in several publications including Forbes, US News & World Report and Yahoo!Tech.
  • Zen Capital, Llc  /  Van Buren Securities
    Principal
    Zen Capital, Llc / Van Buren Securities May 2000 - Nov 2010
    • Established and financed trading entity • Obtained Series 7 and Series 55 trading licenses • Focused on risk and convertible arbitrage trading• Developed and executed extensive option strategies with defined risk parameters• Developed and implemented software to identify inefficiencies in pricing
  • Specialists Dpm, Llc (Chicago Board Of Options Exchange)
    Director Of Business Development
    Specialists Dpm, Llc (Chicago Board Of Options Exchange) Nov 1998 - May 2000
    TRADING FLOOR AT THE CHICAGO BOARD OPTIONS EXCHANGE • Input options trades done between market makers and floor brokers, hedged and monitored positions, and watched markets for inversions • Established contacts (Investor Relations, CFO’s, etc.) within 25 publicly traded companies including United Airlines, Schlumberger, and Amgen• Participated in conference calls and formed a forward looking opinion of the companiesDIRECTOR OF BUSINESS DEVELOPMENT, INTERNATIONAL SPECIALISTS (UK), LTD.• Registered the company and its shareholders with the Securities and Futures Authority in the United Kingdom• Worked with partner at the KPMG London office to obtain opening balance sheet, projected cash flows statement, and trading system• Assisted legal counsel, Baker & McKenzie, with the formation of the UK entity
  • Kpmg Us
    Staff Accountant
    Kpmg Us Aug 1997 - Nov 1998
    New York, Ny, Us
    • Performed financial audits of public, private, domestic and international companies • Interacted with all levels of accounting and financial personnel • Acted as primary contact with the client and advised on audit issues• Supervised and instructed two other staff members in a team environment

Anthony Glomski Skills

Leadership Assistant General Counsel Management Financial Advisory Investments Consulting Marketing Marketing Strategy Accounting Finance Services Strategy Financial Services

Anthony Glomski Education Details

  • Xavier University - Williams College Of Business
    Xavier University - Williams College Of Business
    Business Administration In Accounting

Frequently Asked Questions about Anthony Glomski

What company does Anthony Glomski work for?

Anthony Glomski works for Ag Asset Advisory Family Office

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

Anthony Glomski's current role is Founder at AG Asset Advisory Family Office - Designing bespoke wealth planning strategies and customized solutions for highly successful entrepreneurs.

What is Anthony Glomski's email address?

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What is Anthony Glomski's direct phone number?

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What schools did Anthony Glomski attend?

Anthony Glomski attended Xavier University - Williams College Of Business.

What are some of Anthony Glomski's interests?

Anthony Glomski has interest in Education, Environment, Science And Technology, Human Rights, Animal Welfare, Arts And Culture.

What skills is Anthony Glomski known for?

Anthony Glomski has skills like Leadership, Assistant General Counsel, Management, Financial Advisory, Investments, Consulting, Marketing, Marketing Strategy, Accounting, Finance, Services, Strategy.

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