Tony Baruffi
Directeur/Membre du Conseil chez Enumclaw Insurance Group (P&C)
Profil
Mr. Anthony L.
Baruffi, CFA, is a Senior Wealth Manager at Garde Capital, Inc. He is on the Board of Directors at Enumclaw Insurance Group (P&C) and Mutual of Enumclaw Insurance Co. He focuses on providing wealth management solutions to business owners in the Seattle and Portland Areas.
He uses a consultative process to gain a detailed understanding of his client’s deepest values and goals.
He then employs customized solutions designed to address each client’s unique needs and goals beyond simply investments.
He began his more than 20-year career in 1995 as a global bond and currency trader at L.A.’s Payden and Rygel.
Before joining Garde, he served as a senior portfolio manager and head of the investment committee for SNW Asset management where he was responsible for structuring and managing the investment portfolios of some of the firm’s largest clients.
He received his undergraduate degree from Pepperdine University.
Postes actifs de Tony Baruffi
| Sociétés | Poste | Début |
|---|---|---|
Enumclaw Insurance Group (P&C)
 Enumclaw Insurance Group (P&C) Multi-Line InsuranceFinance Enumclaw Insurance Group provides insurance services. It offers home, auto, business, and farm insurance. The company was founded in 1898 and is headquartered in Enumclaw, WA. | Directeur/Membre du Conseil | - |
Mutual of Enumclaw Insurance Co.
 Mutual of Enumclaw Insurance Co. Property/Casualty InsuranceFinance Mutual of Enumclaw Insurance Co. engages in the provision of insurance services. It offers home insurance, auto insurance, business insurance, and farm insurance. The company was founded in September 24, 1899 and is headquartered in Enumclaw, WA. | Directeur/Membre du Conseil | - |
Garde Capital, Inc.
 Garde Capital, Inc. Investment ManagersFinance Garde Capital, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded in 2009 by Jeffery Lippens, Thomas Owens, Richard Severs, and Marshal McReal. Garde Capital provides portfolio management services to a variety of types of clients such as individuals and families, trusts, charitable organizations, individual pension plan accounts, and retirement plan trustees. | Gestionnaire de Portefeuille-Actions | 01/08/2015 |
Anciens postes connus de Tony Baruffi
| Sociétés | Poste | Fin |
|---|---|---|
Invesco Managed Accounts LLC
 Invesco Managed Accounts LLC Investment ManagersFinance Invesco Managed Accounts LLC (IMA) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 2002 as Seattle-Northwest Asset Management LLC. They are a subsidiary of SNW Asset Management Corp., ultimately owned by Invesco Ltd. (NYSE: IVZ). IMA provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, foundations, wrap programs, state and municipal government entities, other investment advisers, credit unions, corporations and other business entities. | Portfolio Manager-Fixed Income | 01/06/2013 |
Pugh Capital Management, Inc.
 Pugh Capital Management, Inc. Investment ManagersFinance Pugh Capital Management, Inc. (Pugh Capital) is an independent, employee-owned SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Mary Pugh and Scott Greiwe in 1991. Pugh Capital offers discretionary investment advisory services that relate to fixed income investments to institutional investors. | Membre du Comité d'Investissement | 31/01/2007 |
Sirach Capital Management, Inc.
 Sirach Capital Management, Inc. Investment ManagersFinance Sirach Capital Management, Inc. is a Seattle, Washington-based investment management firm that has served an exclusive list of institutional and individual clients worldwide since 1970. | Portfolio Manager-Fixed Income | 31/12/2004 |
Capital Research & Management Co. (Global Investors)
 Capital Research & Management Co. (Global Investors) Investment ManagersFinance Capital Research & Management Co. (Global Investors), do-business-as Capital Research Global Investors (CRGI), is an investment advisor headquartered in Los Angeles, California. The firm is a division of Capital Research & Management Co. (CR&M), the original company of the Capital Group Cos., which was founded in 1931 by Jonathan Bell Lovelace. In 2008, CR&M disaggregated their equity investment operations to become known as Capital Research Global Investors and Capital World Investors. Capital World Investors is the retail entity of the Capital Group. Institutional management services in North America are provided by Capital Guardian. Institutional management services are provided globally by Capital International. | Corporate Officer/Principal | - |
Formation de Tony Baruffi
| Pepperdine University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Sirach Capital Management, Inc.
Sirach Capital Management, Inc. Investment ManagersFinance Sirach Capital Management, Inc. is a Seattle, Washington-based investment management firm that has served an exclusive list of institutional and individual clients worldwide since 1970. | Finance |
Pugh Capital Management, Inc.
Pugh Capital Management, Inc. Investment ManagersFinance Pugh Capital Management, Inc. (Pugh Capital) is an independent, employee-owned SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Mary Pugh and Scott Greiwe in 1991. Pugh Capital offers discretionary investment advisory services that relate to fixed income investments to institutional investors. | Finance |
Capital Research & Management Co. (Global Investors)
Capital Research & Management Co. (Global Investors) Investment ManagersFinance Capital Research & Management Co. (Global Investors), do-business-as Capital Research Global Investors (CRGI), is an investment advisor headquartered in Los Angeles, California. The firm is a division of Capital Research & Management Co. (CR&M), the original company of the Capital Group Cos., which was founded in 1931 by Jonathan Bell Lovelace. In 2008, CR&M disaggregated their equity investment operations to become known as Capital Research Global Investors and Capital World Investors. Capital World Investors is the retail entity of the Capital Group. Institutional management services in North America are provided by Capital Guardian. Institutional management services are provided globally by Capital International. | Finance |
Invesco Managed Accounts LLC
Invesco Managed Accounts LLC Investment ManagersFinance Invesco Managed Accounts LLC (IMA) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 2002 as Seattle-Northwest Asset Management LLC. They are a subsidiary of SNW Asset Management Corp., ultimately owned by Invesco Ltd. (NYSE: IVZ). IMA provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, foundations, wrap programs, state and municipal government entities, other investment advisers, credit unions, corporations and other business entities. | Finance |
Enumclaw Insurance Group (P&C)
Enumclaw Insurance Group (P&C) Multi-Line InsuranceFinance Enumclaw Insurance Group provides insurance services. It offers home, auto, business, and farm insurance. The company was founded in 1898 and is headquartered in Enumclaw, WA. | Finance |
Mutual of Enumclaw Insurance Co.
Mutual of Enumclaw Insurance Co. Property/Casualty InsuranceFinance Mutual of Enumclaw Insurance Co. engages in the provision of insurance services. It offers home insurance, auto insurance, business insurance, and farm insurance. The company was founded in September 24, 1899 and is headquartered in Enumclaw, WA. | Finance |
Garde Capital, Inc.
Garde Capital, Inc. Investment ManagersFinance Garde Capital, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded in 2009 by Jeffery Lippens, Thomas Owens, Richard Severs, and Marshal McReal. Garde Capital provides portfolio management services to a variety of types of clients such as individuals and families, trusts, charitable organizations, individual pension plan accounts, and retirement plan trustees. | Finance |
