Anthony Schlesser

Anthony is a Client Portfolio & Relationship Manager at LaSalle St. He supports advisors and their clients through client-facing portfolio guidance and practice-management consulting. His areas of focus include investment management, advisor-succession planning, and guidance throughout the mergers-and-acquisitions process.

In addition to his advisor-facing responsibilities, Anthony plays an active role within the firm’s investment organization. As a member of the Investment Committee, he supports the Office of the CIO through investment research, macroeconomic analysis, and multi-asset portfolio construction.

Anthony also serves as a Client Portfolio Manager for LaSalle St. Capital Management, the firm’s Outsourced Chief Investment Office (OCIO). The OCIO platform delivers institutional-grade portfolio solutions not only to advisors and their clients but also to LaSalle St.’s direct high-net-worth and family-office relationships. In this role, he partners with the CIO to help design and implement multi-asset strategies for a wide range of client objectives.

Prior to joining LaSalle St., Anthony spent over two years at BDO USA as a Senior Associate in the Valuation and Capital Market Analysis Group in Chicago. His work centered on applying financial modeling along with market and industry research to value, analyze, and stress-test businesses, complex equity structures, and mergers and acquisitions across a broad range of industries. He supported both external clients and internal audit teams, contributing to transaction-driven and valuation-focused engagements.

Anthony holds a Bachelor of Science in Finance from the Farmer School of Business at Miami University.