Tony Blagrove, CFA®, CFP®MANAGING DIRECTOR
Tony manages the portfolio side of the United Capital Silicon Valley office, focusing on trading, research, reporting and due diligence. He also meets with and advises clients on their portfolio and other financial planning topics. Tony previously worked as a financial analyst with Symantec. He now contributes his time and energy to the United Capital Silicon Valley team, managing more than $400 million in assets as of December 2017.
Tony holds a Bachelor of Science in finance and a Bachelor of Science in economics from Santa Clara University, both conferred in 2006. Tony also is a Chartered Financial Analyst (CFA) credential holder and CFP certificant.
Tony is a professional member of:
- The Financial Planning Association (FPA) of Silicon Valley
- The CFA Society of San Francisco
Tony also participates in his community as a:
- High School Youth Group Leader for the Open Door Church of Mountain View
- and Leader for the Big City Mountaineers
Weekends will find him in the great outdoors, backpacking, mountaineering, bicycling or trail running along with his new wife, Lannie, and Penny, their chocolate Lab. His confidence and enthusiasm, while contagious, has also brought him face-to-face with a grizzly in Montana and on a first-name basis with Search and Rescue while backpacking Washington.
A native of Washington State, Tony roots for the Seahawks, Mariners and Sounders. Why? “Because I’m a sucker for the underdog sports teams that never win.”