Anthony Schlesser

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

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.

Additionally, Anthony serves as 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. 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 was a Senior Associate at BDO USA 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.

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