Anthony Mohammed

Anthony Mohammed is an Investment Advisor with Pejovic Bighill Private Wealth at Wellington-Altus Private Wealth. He holds a Bachelor of Business Administration (BBA) with a major in finance and economics, graduating with multiple distinction awards and earning a 4.22 GPA during his best semester. As a CFA Level I Candidate, Anthony combines academic rigor with practical expertise to deliver advanced financial analysis and investment strategies to his clients.

Anthony’s professional background includes experience on the investment side of a prominent accounting firm, where he gained invaluable insights into institutional investment modeling, portfolio management, and quantitative analysis. He developed strong technical skills in evaluating market trends, constructing investment models, and utilizing sophisticated analytical tools. Anthony is particularly adept at bridging institutional-level investment strategies with the tailored needs of retail investors, ensuring that high-net-worth clients benefit from advanced portfolio management techniques traditionally reserved for institutional investors.

His approach emphasizes a disciplined and research-driven methodology, focusing on macroeconomic analysis, trading strategies, and risk management. Anthony’s ability to integrate quantitative analysis with personalized financial planning allows him to craft customized investment solutions that align with his client’s long-term financial objectives.

Outside of work and study, Anthony enjoys staying active at the gym, participating in multiple sports leagues, and spending quality time with his wife and their two dogs.