Tony Cotugno
Analyst at Goldman Sachs Ayco
- Role
- Analyst at Goldman Sachs Ayco
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
About Tony Cotugno
I am a finance professional with experience in personal financial planning, investment strategies, and tax optimization. I take a client-first approach, ensuring personalized guidance that aligns with individual financial goals. I specialize in building strong client relationships, customizing financial strategies, and communicating complex concepts in a clear, approachable way. Always eager to learn, grow, and connect with others in the industry.
Experience
Analyst
Jul 2023 — Present · Albany, NY, US
Financial analyst helping educate people on various personal finance topics such as retirement planning, investment strategies, estate planning, home buying, equity compensation planning, Roth conversions, life insurance needs, debt management solutions and more through individualized coaching meetings.
Education
Niskayuna High School
High School Diploma
2015 — 2019
University of Maryland - Robert H. Smith School of Business
Finance
2019 — 2023
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