AJ

Antony Joffe

Founder & Board Member at WealthHub Solutions

Antony Joffe has a wealth of experience in the financial industry. Antony began their career in 1997 as a Vice President at Janney Montgomery Scott, where they executed more than $500 million of private equity, public equity, subordinated debt, and senior debt financing. In 2006, they became a Principal at F/B Capital Partners, where they evaluated, structured, executed, and monitored middle-market leveraged buyout and growth financing investments. In 2007, they became a Principal at Bryant Park Capital. In 2008, they became President of Sterling Trustees, a South Dakota Chartered trust company administering $4. 8 billion of assets across 350 trusts and 150 families. In 2013, they founded and became a Board Member of WealthHub Solutions, LLC, a technology company serving the Wealth Management Industry. Finally, in 2016, they became a Board Member and President of the South Dakota Trust Association, which promotes South Dakota as the trust situs of choice on both a national and international basis.

Antony Joffe attended Harriton High School from 1983 to 1987. Antony then went on to pursue a BBA in Accounting from Emory University - Goizueta Business School from 1987 to 1991. Afterward, they obtained an MBA in Finance from Fox School of Business at Temple University from 1996 to 1998.

Location

Conshohocken, United States

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WealthHub Solutions

WealthHub Solutions, LLC is a company delivering a cloud based trust administration application serving the wealth management industry.