Anthony J. DiValerio, Jr.

Managing Director of Wealth Management & Wealth Advisor, Front Street Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Anthony J. DiValerio, Jr.

Anthony J. DiValerio, Jr.

Managing Director of Wealth Management & Wealth Advisor, Front Street Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Overview
RelSci Relationships

1965

Primary Location

Malvern, PA, United States

Number of Boards

5

Relationships
RelSci Relationships are individuals Anthony J. DiValerio, Jr. likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Chairman, Co-President & Co-Chief Executive Officer at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

Co-Chairman, Co-President & Co-Chief Executive Officer at Morgan Stanley Smith Barney LLC

Relationship likelihood: Strong

Senior Vice President of Wealth Management & Financial Advisor, the Bergman Continuum Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

Chairman, Chief Executive Officer, President & Director at Haverford Financial Services, Inc.

Relationship likelihood: Strong

Trustee at The Paoli Hospital Foundation

Relationship likelihood: Strong

Chief Financial Officer at MainLine Realty LLC

Relationship likelihood: Strong

Managing Director of Wealth Management, Private Wealth Advisor of the Connolly Price Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

Relationship likelihood: Strong

Executive Director, Financial Advisor, Alternative Investments Director, Venable Cantey Pruitt & Sexton at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

Executive Director & Private Wealth Advisor, the Maentz Machlovitch Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

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Anthony J. DiValerio, Jr.
Managing Director of Wealth Management & Wealth Advisor, Front Street Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)
Education
B.S. in Business Management & Economics

Among its more than 85 degree offerings, Bloomsburg University in Bloomsburg, Pennsylvania features some unique and challenging programs. All of Bloomsburg’s academics are rigorous, with the majority of faculty members holding the highest degree in their field. In addition to degrees in science, technology, business, healthcare, the arts and humanities, Bloomsburg offer pre-professional programs for those who wish to become doctors, lawyers and engineers. One of its academic highlights is its doctorate in Audiology, a program offered at very few schools. Bloomsburg also has a unique and exciting inter-university exchange program, which allows students to attend another university in the US for a semester or year. Student services and support programs include internships, career and personal counseling, and resource centers for multicultural students and women. Student life gives students the chance to join a club related to their major, participate in an art form of interest, engage their spiritual practice or meet others from the same cultural background. Financial aid is awarded to eligible students. Students interested in applying are encouraged to visit the Bloomburg campus.

Career History
Senior Vice President
Prior

UBS's wealth management division offers high net worth individuals a range of advisory and investment products and services. UBS offers brokerage services and products as well as asset management and other investment advisory and portfolio management products and services.

Managing Director of Wealth Management & Wealth Advisor, Front Street Group
2008 - Current

Morgan Stanley Private Wealth Management provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations. As Morgan Stanley’s premier service for individuals and families with significant means, Private Wealth Management specializes in providing clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and endowments.

Major Market Technology Account Lead, Mid-Atlantic Region
Prior

Xerox Corp. engages in the integration of paper and digital products. It operates through the following segments: Document Technology, Services, and Other. The Document Technology segment focuses on strategic products groups, which share common technology, manufacturing, and product platforms. The Services segment comprises solutions and services such as managed print services, workflow automation services, communication and marketing solutions, and revenues from partner print services offerings. The Other segment includes paper sales in its developing market countries, licensing revenues, global imaging system network integration solutions, and electronic presentation systems, and non-corporate items. The company was founded in 1906 and is headquartered in Norwalk, CT.

Boards & Committees
Member, Chairman's Council
Prior

UBS Group AG is a holding company, which engages in the provision of financial management solutions. It operates through the following segments: Wealth Management; Wealth Management Americas; Personal and Corporate Banking; Asset Management; Investment Bank, and Corporate Center. The Wealth Management segment advises and offers financial services to wealthy private clients except those served by Wealth Management Americas which include banking and lending, wealth planning, and investment management. The Wealth Management Americas segment provides advice-based solutions through financial advisors. The Personal and Corporate segment offers financial products and services to private, corporate, and institutional clients in Switzerland. The Asset Management segment consists of investment management products and services; platform solutions and advisory support to institutions; wholesale intermediaries, and wealth management clients. The Investment Bank segment comprises investment advice, financial solutions, and capital markets access among corporate, institutional, and wealth management clients. The Corporate Center segment is involved in the services, group asset and liability management and non-core and legacy portfolio. The company was founded on June 29, 1998 and is headquartered in Zurich, Switzerland.

Member, Corporate Advisory Council
Prior

Donaldson, Lufkin & Jenrette or DLJ is a defunct U.S. investment bank founded by William H. Donaldson, Richard Jenrette and Dan Lufkin in 1959. Its businesses included securities underwriting; sales and trading; investment and merchant banking; financial advisory services; investment research; venture capital; correspondent brokerage services; online, interactive brokerage services; and asset management. In August 2000, DLJ (which was majority owned by AXA Financial) announced that it was being bought by Credit Suisse. The firm was headquartered at 277 Park Avenue in New York City and employed 11,300 people as of July 2000.

Member, Board of Trustees
Current

FUNDRAISING AND DEVELOPMENT TO SUPPORT MAIN LINE HOSPITALS, INC. - PAOLI HOSPITAL.

Member, Board of Trustees
Prior

Malvern Preparatory School operates as a non-profit organization. It is a private and independent Catholic school for boys in grades 6 through 12. The company is headquartered in Malvern, PA.

Member, Executive Committee
Prior
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