Tony Sklar in

Tony Sklar

Researcher · DISC type Cs
Chief Investment Strategist & Head of Investment Banking at Palella Holdings LLC
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
27 Years
Current Role
Chief Investment Strategist & Head of Investment Banking
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

How Tony shows up

Perfectionist
Process Focused
Cost Conscious

They tend to have clarity about their needs and constraints, and are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Tony cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2025
Chief Investment Strategist & Head of Investment Banking
Palella Holdings LLC
11-2023
General Partner
SW Investor Relations
5-2019 - 1-2025
Board Member
Delaware Board of Trade
9-2018 - 1-2025
SVP of Investor Relations
Ideanomics
1-2018 - 9-2018
Director of Strategy
Lair East
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2017 - 2017
Digital Business Leadership
Columbia Business School
1998
Banking
Canadian Securities Institute
1989 - 1993
Bachelor's degree
The University of British Columbia
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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