Tony Meyer
Tony Meyer, Senior Vice President, Treasurer has over 20 years of investment and Treasury related experience, working both in and with banks, credit unions, insurance companies and money managers. Tony has extensive knowledge and experience in financial modeling and analysis, asset liability management, portfolio management, budgeting and Risk Management.
As Director in Fixed income at UBS Financial Services, Tony was responsible for the acquisition and servicing of institutional fixed income investment clients, bringing in over $76 billion of investable assets to the firm.
Previous to that, Tony was Sr. Portfolio Manager at FHN Portfolio Advisors, where he managed over $3.5 billion of fixed income portfolios for clients, and advised on matters such as asset liability, liquidity and capital management.
He also spent 10 years as Chief Investment Officer for the Private Bank & Trust, where he managed a $2.6 billion investment portfolio consisting of primarily MBS/CMO both agency and non-agency, CMBS, municipal, agency and treasury securities.
Tony is a Chartered Financial Analyst, graduated with honors from the University of Illinois with a BS in Finance, and obtained his MBA from the University of Chicago.
Tony Meyer¶
Senior Vice President, Treasurer
Send
E-mail
805 335 8124
Location: Santa Barbara
(Scan the QR-code above to download as vcf card)
