Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
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
- Prior Board Member Winchester Soccer Club
- Adjunct Lecturer Bentley University
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Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
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