Overview

For over a decade, Anthony has been responsible for introducing prospective clients and strategic partners to the full range of solutions provided by Sentinel Trust.

Anthony joined Sentinel Trust after many years advising tech entrepreneurs and venture capitalists at a large broker-dealer in the San Francisco Bay Area.

Anthony serves his community locally, regionally, and nationally. He is on the boards of several nonprofit organizations, focusing on Catholic and veteran philanthropy, and was recently appointed as a Civilian Aide to the Secretary of the Army (CASA) for Texas (East).

Professional Background:

  • Vice President and Wealth Management Advisor, Merrill Lynch, San Jose, CA, San Francisco, CA, and Dallas, TX (2001–2007) – Served in the private bank and investment groups focusing on entrepreneurs and venture capitalists.
  • Regional Vice President, Pragmatech & PRT Group, Chicago, IL and San Francisco, CA (1997–2001)
  • Broker, Daniel James & Wright Company Insurance, Columbus, OH (1993–1997)
  • Officer, United States Army, Bamberg, Germany and Udhari, Kuwait (1991–1997)

Education

United States Military Academy at West Point, BS (1991)

Certifications

International Wealth Management Advisor, The Wharton School of Business (2004)

Wealth Management Advisor, The Wharton School of Business (2002)

IN THE COMMUNITY

Community Involvement:

  • Civilian Aide to the Secretary of the Army
  • Cristo Rey Network, Development Committee Member
  • St. Thomas Center for Faith and Culture, Board Member
  • Combined Arms Houston, Board Member
  • West Point Society, Director of Programs and Former Board Member and President
  • Legatus, Former President
  • Roman Catholic Archdiocese of Galveston-Houston, Volunteer
  • Texas A&M University Bush School of Government and Public Service, Development Board Member
TALKS

Talks:

  • “Conflicts of Interest: Eliminate or Illuminate?” – Institute for Private Investors
  • “Raising Financially Literate Children” – The Estate Forum
  • “Generation Next: Communication about Money” – Private Family Briefing
  • “Financial Literacy for Children” – Private Family Briefing
  • “Financially Literate Parents” – Private Family Briefing
INSIGHTS

On Watch – August 2012

In this issue:
“Priming a Private Family Foundation for Long-Term, Multi-Generational Success” by Lissa Gangjee, JD, CFP®
“So You’ve Been Asked to Serve on a Charity Board” by D. Fort Flowers, Jr., CFA
“What to Do if You Are an Identity-Theft Victim” by Anthony J. DeToto

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POSTED IN: Administration, On Watch, Philanthropy

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On Watch – June 2011

In this issue:
“Making it Real After the (Liquidity) Thrill is Gone” by Bruce L. Swanson, PhD
“Counsel About Councils” by Anthony J. DeToto

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POSTED IN: Administration, Investments, On Watch

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On Watch – February 2011

In this issue:
“Covered Call Strategies: Useful Tool but No Free Lunch” by Tina J. Schockling, CFA
“How Big Should Your Umbrella Be?” by D. Fort Flowers, Jr., CFA
“You Are at Risk from Social Media” by Anthony J. DeToto

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On Watch – August 2010

In this issue:
“The 10 Deadly Sins in Estate Planning” by Ross W. Nager, CPA
“Truths for Trustees” by Leslie Kiefer Amann, JD
“Real Estate Opportunities: Putting the Pieces Together” by Bruce L. Swanson, PhD
“Conflicts of Interest—Eliminate or Illuminate?” by Anthony J. DeToto

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POSTED IN: Administration, Estate Planning, Investments, On Watch

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