Over 25 Years of Industry Experience

Tony joined Leading Edge Investment Advisors in April 2023. His focus is on portfolio management and manager research. He uses his experience to provide recommendations that serve client objectives. Tony is a member of the Investment Committee and client team.

Tony served as Senior Vice President at Bivium Capital Management where he created the Fixed Income product and managed the underlying portfolios. This accounted for approximately $1 billion in total assets for the firm. He led the firm’s efforts in capital markets research and economic insights. Tony worked with Progress Investment Management Company as Senior Vice President and Portfolio Manager. He was responsible for managing all fixed income products as well as select equity and multi-asset class portfolios. Tony directed manager sourcing, portfolio construction, and allocation. He was a voting member of the Investment Committee. Earlier experience includes serving as Senior Portfolio Manager at the San Francisco Employees’ Retirement System (SFERS). He oversaw the organization’s $10 billion public equity portfolio, supervised the underlying sub-manager relationships, and managed $2 billion in internal capital. During his time as an Investment Officer with the State Universities Retirement System of Illinois, he oversaw the emerging manager of managers program. His prior experience includes various asset management, research, and corporate finance roles with Citigroup, Silverado Capital and Citadel Investment Group. 

Tony earned his Master of Business Administration from the University of Illinois at Urbana-Champaign and a Bachelor of Arts in Economics from the University of Chicago. Tony has been a member of the Association of Asian American Investment Managers since 2010. He served on the Board of the organization from 2017-2022.