Anthony DiValerio

Managing Director, Morgan Stanley

Anthony DiValerio is a Managing Director in Private Wealth Management at Morgan Stanley. He has 32 year of experience and is currently a member of the Private Wealth Advisory Committee to Senior Management. Barron’s, The Financial Times and Forbes over the past 10 years, has listed Anthony as one of the top advisors in the US. Anthony leads a team of seven, and their business model functions as a multi-family home office. The team works with entrepreneurial families of public and private companies. The practice focuses on estate/tax/trust planning, next gen financial education, all manners of assets and liability management and philanthropy. The team has also been instrumental in providing business transition analysis and advisory resulting in merger & acquisitions transactions for their clients. Anthony currently serves on the board of trustees to the Paoli Hospital Foundation. Anthony and his spouse Linda live in Malvern, Pa and have three children.