Antonio Posada

Financial Advisor
(669) 204-4053

Before joining the family office of Ann Marie Sheehan in late 2016 as a registered office administrator to help with the broker-dealer change, Antonio Posada started in financial services in 2014 at Bellatore Financial, Inc. which is an Registered Investment Advisor located in San Jose, CA. They specialize in custom modeled portfolios. Antonio’s time there was primarily spent as an operations specialist and took over as lead trader. As lead trader, he trained new employees while remaining their main operations specialist. In late 2015, Antonio earned his Series 7 and 66 licenses and joined Foothill Securities as an operations specialist. He worked there until Foothill Securities closed their doors and Securities America, Inc. bought them out. Starting his career on the operations side, Antonio understands the logistics in implementing financial plans and managing clients’ accounts which enables him to provide exemplary service and put clients first.  Antonio continues to pursue his academic education to build his formal business acumen.  He graduated from Purdue University Global in 2018 earning a Bachelor’s in Finance with a concentration in investments and also passed his life insurance exam at the same time. Now, he works on getting his Certified Financial Planner credential. No matter the situation, Antonio prides himself on always putting the client at ease.