Expert Profile

Tony Davidow

CIMA® — President & Founder, T. Davidow Consulting, LLC

Tony Davidow is an award-winning author and President of T. Davidow Consulting, LLC, an independent advisory firm serving financial services professionals, asset managers, and wealthy families. He previously held senior leadership positions at Morgan Stanley, Charles Schwab, Guggenheim Investments, and IndexIQ. Tony is the author of Goals Based Investing: A Visionary Framework for Wealth Management, a recipient of the Wealth Management Impact Award (2020), and a two-time winner of the Stephen L. Kessler Writing Award.