Paul T. Anthony, MBA, CFA®
Mr. Anthony joined SSWM in 1999. He serves as the firm’s President in addition to managing client accounts. Mr. Anthony uses stocks, bonds, mutual funds, and ETFs to direct his clients’ portfolios. Additionally, he evaluates and monitors the firm’s individual and private equity investments which include equity funds, fixed income funds and real estate securities funds. Private company investments include companies in the medical products, biotech, and technology sectors. Mr. Anthony holds board observer rights for a few client private company investments and has spent the past several years on the board of directors with the CFA® Society North Carolina where he serves as Treasurer.
Mr. Anthony previously worked in securities lending at Goldman, Sachs & Co. in Boston. Prior to joining Goldman, he spent eight years at the National Security Agency as a computer engineer.
Paul received a Master of Business Administration degree from the University of Maryland and a Bachelor's degree in Electrical and Computer Engineering from the University of Notre Dame.
Paul and his wife Liz live in Winston-Salem with their three children. He is active in finance and education at his local church and is a recent graduate of the Leadership Winston-Salem program remaining connected as a committee member. In his free time, he enjoys running, golf, skiing, and traveling with his family.