Anthony Civitello is a graduate of Kutztown University with a BSBA in Finance. Prior to completing his undergraduate studies, he worked as an intern at Ellis Investment Partners, LLC during summer and winter breaks. He quickly learned various aspects of the portfolio management process while providing support to overall operations. Upon graduating in 2013, Anthony joined Prudential as a Client Service Representative where he gained experience in communicating with clients. Seeking a position which was more quantitative in nature, he joined SEI as a Mutual Fund Analyst where his responsibilities include daily valuation of NAV’s for various mutual fund companies and trade reconciliation.
Anthony assumed a full-time role as Portfolio Strategist in January of 2017 during the expansion of operations to support the firm’s commitment to clients as EIP, LLC continued to grow at a rapid pace. With over 10 years of experience in the financial services industry, he is an integral part of the Portfolio Management Operations Team. As the Director of Portfolio Management Operatons, Anthony works closely with our consultants in the construction & monitoring of portfolios. He is also actively involved in research & analysis where his focus is in the areas of Exchange Traded Funds (ETF’s) and Mutual Funds (MF’s). He is responsible for breaking down each ETF/MF into underlying positions so that each company can be analyzed. Ellis believes the analysis of each position contributes to a better understanding of expectations for each fund.
Anthony currently hold the Series 65 license. On a personal note, Anthony has been married to his wife Jessica for three years. Recently Jessica and Anthony welcomed their first child Lucas to their family. Anthony enjoys baseball and fishing in his spare time.