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Anthony Forcione

Senior Advisor

CFA

Anthony Forcione brings more than 30 years of experience in investing and advising clients. His passion for research, capital markets, portfolio management and asset allocation serve as a resource for clients in addition to a relentless focus on service and relationship building.

Anthony joined Moneta in 2025 but began his career in 1992, spending significant time as either an analyst or portfolio manager at State Street Research & Management, BlackRock, Inc and Loomis Sayles, managing multi-billion dollars in assets. Most recently, Anthony joined us from Rockland Trust where he served as a portfolio manager advising high net worth and non-profit clients.

Anthony majored in Finance and graduated from Boston College. He also earned his Chartered Financial Analyst (CFA) designation in 1996.

Outside of the office, Anthony lives in Winchester, Massachusetts with his three children and dog and enjoys spending time with his family.

  • Chartered Financial Analyst (CFA)
  • Member CFA Society Boston
  • Board Member Winchester Soccer Club
  • Prior Adjunct Lecturer Bentley University

A WEALTH OF INFORMATION

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Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

August 7, 2025

Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

Monthly Recap – July 2025

Monthly Recap – July 2025

August 6, 2025

July Observations Onward and Upward The global equity rallied continued through July, though in a reve...

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

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