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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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Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

Monthly Recap – August 2025

Monthly Recap – August 2025

September 5, 2025

August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...

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...

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