Background
Anthony DeLucia is a Managing Director and Senior Client Strategist for the firm. He joined SCM in 2003 and has industry experience since 1996. In addition to his Client Strategist responsibilities, he heads Financial Institutions Services for SCM. Tony is a senior member of the team responsible for new business development and client service. He has extensive experience working with insurance, public/private corporations, higher education, healthcare, faith-based organizations, and intermediaries across a multitude of customized solutions. With over 28 years of experience, Tony provides valuable insight and perspective on client portfolios in the areas that include investment policy, asset allocation, portfolio optimization, investment management selection, and oversight. Prior to his role on the institutional team, he ran intermediary marketing and distribution for SCM. Prior to joining SCM, he worked for BISYS Fund Services as a Regional Director and Internal Sales Manager. Prior to BISYS, he was a financial Advisor for McDonald Investments and Smith Barney, consulting business and wealth clients in Columbus, OH. Tony received his B.S. from the University of Massachusetts at Amherst.
Area of Focus
- Financial Institutions Services
- New business development and client service
Previous Experience
- BISYS Fund Services
- McDonald Investments
- Smith Barney
Education
- B.S. from the University of Massachusetts, Amherst
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