ABOUT

Anthony DeChellis

Board of Directors

Anthony DeChellis is the Managing Partner of DeChellis Capital and brings more than 30 years of financial services leadership to Claro Advisors' Board of Directors.

Most recently, Anthony served as CEO of Boston Private Bank & Trust Company until July 2021, when Boston Private was acquired by SVB Financial Group. While at Credit Suisse, he worked with Pershing on the development and rollout of Pershing's NetX360® platform for advisors. He also held senior leadership roles at UBS and Merrill Lynch.

Across his career, Anthony helped build and scale some of the industry's leading wealth management and private banking businesses, with deep expertise across wealth management, business development, asset management, alternative investments, derivatives, risk management, and investment strategy.

Anthony also serves on the advisory council for the University of Chicago Booth School of Business' Center for Applied Artificial Intelligence. He holds an MBA from the University of Chicago Booth School of Business and a BA in Economics from Rollins College.

Anthony DeChellis
Your Wealth Optimized

Our mission:
Helping you pursue a simpler, wealthier life.

We believe that true wealth comes from clarity, not complexity. By combining goals-based planning with proprietary technology that supports our advisors, we provide thoughtful insights and strategies tailored to your individual needs. Our goal is to simplify your financial life and help you pursue a wealthier life.*