Tony Winkels
Education:
M.B.A., The Wharton School at University of Pennsylvania, 2020
B.S., United States Military Academy at West Point, 2008
Licenses & Certifications:
Series 65
Financial Industry Regulatory Authority (FINRA)
Issued June 2015 (no expiration date)
Since 2015, Anthony (Tony) F. Winkels has been employing his financial education and experience in service of the clients at Fortis Wealth Management, where he is Managing Partner and a Wealth Advisor. Anthony works with individuals, business owners, and families to develop and implement wealth management plans that enable them to take control of their financial future.
Upon graduating with a degree in economics from the United States Military Academy at West Point, Anthony served as an Army Engineer Officer. He joined a long-short value equity hedge fund after his active-duty career, where he focused on risk management, portfolio allocation, equity research and analysis. Anthony then went on to further study at The Wharton School and obtained his MBA in Finance.