Anthony Giovanni Landi
Private Wealth Management Intern @New England Private Wealth Advisors, Llc
Narragansett, RI, US
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WORK HISTORY
Jan 2025 — Present
Private Wealth Management Intern @New England Private Wealth Advisors, Llc
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Wellesley, MA, US
Updated client portfolio allocations in Excel utilizing the Orion platform, ensuring accurate and timely reporting.• Conducted investment research and fund ranking using Morningstar to support updates and recommendations.• Accessed and analyzed client data from Wealthscape (Fidelity) and Charles Schwab to support financial planning.
ABOUT ANTHONY GIOVANNI LANDI
I’m a senior Finance major at Bentley University with a concentration in Financial…
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