Vice President, Private Wealth Management – Chicago
Anthony Cruz is a Vice President and Asset Manager in the Chicago Private Wealth Management department who has been with the firm since 2015. He advises clients on a variety of asset allocation decisions and investment strategies.
When Anthony joined Lenox, he brought with him over fifteen years of investment and relationship management experience in financial services. He was most recently Managing Director, Group Head of the Convertible Bonds Debt Capital Markets Department at William Blair & Company. Prior to that, he was a Director at Merrill Lynch in Equity Linked Product Sales, and an Associate at Goldman Sachs in US Equity Sales.
He attended the Carlson School of Management at the University of Minnesota for his undergraduate where he was on the Varsity Tennis team and received his MBA from the Kellogg School of Management at Northwestern University. He holds Series 7, 63, 24, CAIA and 55 Registrations.