Tony Tanner

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Consumer Services

Profile

Anthony Tanner formerly worked at Ironwood Investment Counsel LLC, as Director, The Bank of New York Mellon Corp.
(Wealth Management), as Senior Wealth Manager, and Aquila Investment Management LLC, as Portfolio Manager from 2018 to 2024.
Mr. Tanner received his undergraduate degree from St. Louis University and Masters Business Admin degree from the University of Rochester Simon Business School.

Former positions of Tony Tanner

Companies	Position	End
Aquila Investment Management LLC Aquila Investment Management LLC Investment ManagersFinance Aquila’s Group of Funds offers tax-free and taxable alternatives for investors seeking income, and includes seven single-state municipal bond funds and a high-yield corporate bond fund. The Aquila Group of Funds also offers an equity fund alternative for investors seeking capital appreciation.	Portfolio Manager-Fixed Income	2024-07-31
Ironwood Investment Counsel LLC Ironwood Investment Counsel LLC Investment ManagersFinance IIC employs a comprehensive approach with an emphasis on active management and the long-term. The firm develops, implements and manages a customized asset allocation using individual securities and active managers. Their clients’ specific goals and objectives, constraints, and expectations determine the level of equities, fixed income and alternatives.	Corporate Officer/Principal	-
The Bank of New York Mellon Corp. (Wealth Management) The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments.	Corporate Officer/Principal	-

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Private companies	5
The Bank of New York Mellon Corp. (Wealth Management) The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments.	Finance
Ironwood Investment Counsel LLC Ironwood Investment Counsel LLC Investment ManagersFinance IIC employs a comprehensive approach with an emphasis on active management and the long-term. The firm develops, implements and manages a customized asset allocation using individual securities and active managers. Their clients’ specific goals and objectives, constraints, and expectations determine the level of equities, fixed income and alternatives.	Finance
Aquila Investment Management LLC Aquila Investment Management LLC Investment ManagersFinance Aquila’s Group of Funds offers tax-free and taxable alternatives for investors seeking income, and includes seven single-state municipal bond funds and a high-yield corporate bond fund. The Aquila Group of Funds also offers an equity fund alternative for investors seeking capital appreciation.	Finance
St. Louis University St. Louis University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Rochester Simon Business School University of Rochester Simon Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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