Anthony Annino in

Anthony Annino

Examiner · DISC type cs
Managing Director - Financial Advisor at UBS Global Wealth Management
📍 Boston, Massachusetts, United States

Anthony is a Managing Director and Financial Advisor at UBS, where he specializes in serving ultra-high-net-worth families. A CFA Charterholder, his extensive experience includes founding SeaLight Capital, an investment advisory firm, and serving as CEO for RiverRock Funds and CIO for Perspecta Trust, demonstrating deep expertise across public and private markets.

He earned his BA from Saint Anselm College and his MBA from Suffolk Universitys Sawyer Business School. Based on his education and work in Boston, he likely follows local sports and enjoys the vibrant culture of the New England area. A former professor described him as a "tremendous asset" to the classroom.

Unique fact: Anthony founded his own investment advisory firm, SeaLight Capital, overseeing global investments for significant individuals and institutions before joining UBS.

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Experience
21 Years
Current Role
Managing Director - Financial Advisor
Job Level
Mid-senior
Location
Boston, Massachusetts, United States
Personality Overview

How Anthony shows up

Status Quo Seeker
Unexpressive
Late Adopter

They are always well-planned and adopt a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Anthony cares about

Family Office Management
He actively shares and engages with industry insights on starting and managing family offices, as seen in his promotion of the UBS Family Office Quarterly.
Alternative Investments
His career includes leadership at specialized alternative investment firms like Obra Capital and deploying capital in non-correlated strategies at RiverRock Funds.
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Career

Work history

7-2025
Managing Director - Financial Advisor
UBS Global Wealth Management
7-2024 - 6-2025
Founder and Managing Partner
SeaLight Capital
1-2024 - 7-2024
Senior Managing Director
Obra Capital
12-2019 - 1-2024
Chief Executive Officer
RiverRock Funds
9-2010 - 12-2019
Chief Investment Officer
Perspecta Trust
In the press

Media appearances

Anthony J. Annino Joins Obra Capital as Senior Managing Director, Head of Longevity. Featured in GlobeNewswire
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Education
2006 - 2009
MBA
Suffolk University - Sawyer Business School
2001 - 2004
BA
Saint Anselm College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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