Angelo is all about doing the things you enjoy with the people you enjoy as much as you possibly can. It’s why he got into finance instead of becoming a dentist. (Too much science.) He believes everyone can live life on their terms if they’re willing to put in the effort. For Angelo, working in finance isn’t just about the numbers, which he happens to excel at. It’s also about the connections between those numbers, your life, and your business. Not everyone has the enthusiasm or patience to learn it and love it. Angelo does, which makes him an asset for Note clients. He leads weekly investment committee meetings, assists in portfolio management and financial planning data management, creates reports and otherwise assists Note’s planners to ensure all clients are fully supported.
Angelo earned his Bachelor’s Degree in Business Administration and his Master’s Degree in Finance, both from the University of Buffalo School of Management. He is currently a Level 2 CFA candidate, having passed Level 1 in 2019.
A typical week for Angelo looks like helping clients, studying, hitting the gym, studying some more, and spending time with his girlfriend, friends, large extended family, and his West Highland Terrier, Coconut. He enjoys his customized car and takes pride in keeping it spotless. Angelo is also a Buffalo Bills fan, dedicating Sundays to cheering them on.
Insights From a Recent Kitces Webinar I recently attended an informative webinar through Kitces.com covering the newly introduced Section 530A “Trump Accounts,” and I wanted to share some key insights because there have already been a lot of questions surrounding who can open these accounts, how they work, and whether they may create planning opportunities…
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