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TRADITIONS WEALTH ADVISORS
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Meet our newest intern, Anthony!

7/29/2020

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As a Financial Analyst Intern, Anthony engages in investment research and portfolio modeling to aide and support portfolio management decisions made by Brien and Sarah for the TWA clients. His primary scope of analysis is ensuring that investments our clients hold are optimal given their risk level through diligent quantitative and qualitative research and assigning them buy, sell, and hold ratings. Anthony is especially interested in observing and evaluating macro-economic factors and projecting performance in the long-term through valuation research and technical analysis.

​Anthony is entering his senior year at Texas A&M University in the Petroleum Ventures Program and will receive his Bachelors of Business Administration in Finance with Minors in Economics and Computer Science. Upon graduation, Anthony aspires to become a financial analyst for an investment bank.
Outside of school and work, Anthony is an active member of Kappa Alpha Order fraternity and is on the executive committee of the Petroleum Ventures Program. He enjoys spending his time outdoors with friends, going to Texas A&M athletic events, and playing tennis and golf.

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  • Home
  • About
    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
  • Services
    • Wealth Management & Financial Planning
    • Investment Planning
    • Spirit Fiduciary Partners
    • Retirement & Estate Planning for Texas A&M University employees
  • Current Clients
  • Internship Opportunities
  • Blog
  • Newsletters
  • Contact