Alera Group, Inc.

Tony Stripling

Senior Operations Manager
Tony Stripling

Investment Experience: 37 years

With WBG: 11 years

Tony joined Wharton Business Group, LLC in 2012, where his main responsibilities include the supervision of portfolio reporting, client communications, and business-to-business transactions. Tony spent the first fifteen years of his career at Charles Schwab & Co, Inc. as a Senior Trader and Senior Business Development Officer. For the majority of his career, Tony has consulted with registered independent advisors, high net-worth clientele, and institutions, providing guidance on efficient business and investment practices.

Tony earned a Bachelor of Science degree in Administrative Management in 1986 from Colorado State University. He has held various FINRA licenses such as Series 7 (General Securities Representative) and Series 65 (Investment Advisor Representative).

Tony lives in Garnet Valley, PA with his wife Kathy and two children. He enjoys spending time with his family and traveling abroad. Additionally, he serves as an executive board member and head of the finance committee for the Darlington Arts Center in Garnet Valley.

    Legal Fraud Disclaimer

    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.