Anthony Vergona
Junior Finance Student at The College of New Jersey
- Role
- Wealth Management Intern at Morgan Stanley
- Location
- Staten Island, NY, US
- LinkedIn followers
- 500 followers
About Anthony Vergona
Hi! I’m a junior at The College of New Jersey pursuing a B.S. in Finance with a minor in Financial Planning, graduating Spring 2027. I’m passionate about financial planning and investment advisory, and I’m actively seeking Summer 2026 internship opportunities to further develop my skills and industry experience.I’m currently interning with a Wealth Management team at Morgan Stanley, where I support business development by researching high net-worth prospects and gaining exposure to client portfolio strategy through advisor shadowing. I’ve also gained hands-on experience as a Financial Planning Intern at Equitable Advisors and worked as a Customer Service Representative at R.T.R. Financial Services, Inc.On campus, I\'ve served as Treasurer of the Financial Management Association, expanding my financial knowledge while connecting with driven peers and alumni. I am also actively involved in Lions on Wall Street, Lions Consulting Club, and New Jersey Christian Fellowship.I’m always eager to connect with professionals to continue learning and growing. Feel free to reach out!
Experience
Wealth Management Intern
Feb 2026 — Present · New York, NY, US
Support senior advisors in prospecting high-net-worth executives, analyzing liquidity events to identify investable opportunities.• Perform research on prospective clients, analyzing recent influxes in capital to support the firm’s client acquisition strategy.• Shadow senior financial advisors in client meetings, gaining exposure to portfolio construction and comprehensive wealth planning.
Education
The College of New Jersey
Bachelor of Science, Business Administration: Finance
Monsignor Farrell High School
Advanced Regents Diploma, National Honor Society 10-12
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