Anthony D. Criscuolo, CFP®, EA, has extensive experience in our firm’s investment, tax, estate planning and accounting practices. As chief investment officer and chairman of the firm’s investment committee, Anthony leads a team of portfolio managers and associates focused on finding the most efficient and cost-effective ways to implement client portfolio strategies. He oversees more than $1.3 billion in client assets, including all aspects of investment strategy, portfolio management, due diligence and manager selection. Anthony also provides a wide range of services to our clients, including asset allocation and investment analyses, cash flow projections, retirement plans, tax planning and preparation, and estate planning and administration.
Anthony began his career in the firm’s Fort Lauderdale, Florida office in January 2008, and has been a client service manager since 2011. In 2018 Anthony relocated to the firm’s Atlanta office, where he serves clients around the country.
Anthony is a CERTIFIED FINANCIAL PLANNER™ and an IRS Enrolled Agent, and has been quoted as a financial expert by many leading publications, including Forbes, The Wall Street Journal, MarketWatch, Reuters and U.S. News & World Report. He is also a frequent contributor to the firm’s Sentinel newsletter. His recent articles have included:
- “An ESG Investing Hazard For Fiduciaries” (July 2022, co-authored with Mamie Odom)
- “Preparing A Smooth Retirement Transition” (January 2022)
- “Check Your State's Rules On PPP Tax Relief” (February 2020)
- “A New Tax Break Was Hardly ‘Simplification’” (May 2019) and
- “Form 5500: What Happens When You Hit 100 Participants?” (March 2017).
Anthony is among the authors of the firm's book The High Achiever's Guide to Wealth. He contributed Chapter 10, “Life Insurance,” and Chapter 13, “When Children Arrive.” Anthony also wrote several chapters to our firm’s previous book, Looking Ahead: Life, Family, Wealth and Business After 55. His contributions included chapters on grandchildren, life insurance and investment philosophy.
A native Floridian, Anthony graduated summa cum laude from the University of Florida with a degree in finance and minors in leadership and entrepreneurship. During his time in Palisades Hudson’s Florida office, Anthony also completed the Fort Lauderdale Chamber of Commerce Leadership Fort Lauderdale program, Class XXII. Anthony is now active in the metro Atlanta community, including East Cobb, where he currently resides with his wife and three children.
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