Wealth Manager Anthony Comorat Specializes for Florida Clients
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Wealth Manager Anthony Comorat Specializes for Florida Clients
In the world of finance, it is necessary to do more than read economic global trends. Anthony Comorat is experienced in studying global economies, but he is also equipped with the necessary people skills his position requires. For over two decades Anthony Comorat has worked in the finance industry. He understands when it comes to providing advice and service, professionalism is always required when working directly with clients. Anthony Comorat's life has always been dedicated to finance; he graduated from State University of New York at Albany with a Bachelor of Science in Economics and a minor in business. Shortly afterward, he worked as a salesman on Wall Street, placing of public and private equity offerings, conducting investment road shows, and developing trading flow relationships with institutional investors. Those are the primary duties of an institutional equity research salesman. Anthony Comorat's serviced his employer's existing institutional clients and introduces new client relationships to the firm. In December of 2002, Anthony Comorat moved from New York to Florida in order to pursue a career in private banking. He worked in private client services at Bank One in Boca Raton where he serviced existing trust and investment client relationships. As an Investment Specialist, Anthony Comorat was involved in the bank's business development efforts, working to attract private client assets for discretionary management at the bank. In 2004, after the announcement of the acquisition of Bank One by JP Morgan, Anthony Comorat was hired by Harris Private Bank as Vice President, Senior Portfolio Manager, responsible for managing trust and investment client relationships for the company's West Palm Beach office. He prepared and presented clients new business proposals including investment policy statements, portfolio implementation strategies, and ongoing portfolio management and performance reporting. Anthony Comorat continues to serve high net worth families in Palm Beach County. As wealth-management director, Anthony Comorat manages the high and ultra-high net worth private client investment portfolios by developing, implementing, maintaining, and refining customized investment strategies in portfolios where the bank is acting in either an agency or trust capacity. Years of experience working with client relationships prepared Anthony Comorat for this position where he consistently communicates with clients. His client trust is built upon regular quarterly meetings regarding portfolio performance and recommended changes. Working with client long-term, Anthony Comorat must stay apprised to clients' change in objectives, tolerances, and preferences.
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