Toni joined WST in 2019 as a Portfolio Analyst and is responsible for reporting and supporting communications with clients, intermediaries and data platforms with exposure to WSTAM’s products. She also supports development of investment proposals and production of custom portfolio analysis within the firm's sub-advisory line of business as well as supporting with the firm’s alternatives platform.
Prior to joining the firm, Toni was a Data Analyst for a large bi-coastal venture capital firm where she analyzed and maintained portfolio data. Formerly, she held the role of an asset management/credit analyst at M&T Realty Capital Corporation (M&T Bank).
Toni was born and raised in the Annapolis, MD area and lived in Baltimore before relocating to Virginia Beach in 2019. She received her bachelor's degree in Multidisciplinary Studies, with concentrations in Business Administration, Public Relations and Advertising from West Virginia University.
In her free time, Toni enjoys cooking, reading and spending time on the beach with her husband and dog.