Anthony G Smulski, CIMA®
Industry Award WinnerMy Mission Statement
My Story and Services
With over 23 years at Morgan Stanley, Anthony specializes in creating tailored asset allocation plans for families, foundations, endowments, and defined-benefit retirement plans. He maintains a select client base to ensure focused results, high-touch service, and availability.
Anthony is responsible for establishing investment policies and leads the practice in alternative investment research and discretionary services. Based in the Pittsburgh office, he spearheads all investment manager research and due diligence for both traditional and alternative strategies.
Anthony holds the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultants Association, earned through the Wharton School at the University of Pennsylvania. He graduated from Cornell University with a B.S. in molecular biology.
He is actively involved with the Association of Professional Investment Consultants (APIC), volunteers for the Pittsburgh Cancer Institute and St. Anthony's School Charitable Foundation, and serves as an alumni ambassador for Cornell University. Anthony resides in Upper Saint Clair, Pennsylvania, with his wife, Megan, and their two children, Owen and Cameron.
- Portfolio Management
- Asset AllocationFootnote1
- Institutional ServicesFootnote2
- Philanthropic Services
- Retirement & Pension Plans
- Endowments and FoundationsFootnote3
- Insurance SolutionsFootnote4
- Corporate Investment SolutionsFootnote5
- Single Family Office Services
- Manager Selection
- Alternative InvestmentsFootnote6
- Private Investments
- Risk Management
- Hedging Strategies
- Donor Advised Funds
- Consolidated Reporting
WHO I WORK WITH
I serve a select group of clients to ensure every relationship receives tailored strategies and solutions, exceptional service, and consistent accessibility. Clients can expect ongoing support from me as their needs evolve. My practice includes working with:
Mission-driven organizations face unique financial considerations. I work alongside non-profits to help bring structure and clarity to how their assets support long-term goals.
Each foundation operates with its own purpose and priorities. My focus is on helping align resources in a way that supports both current initiatives and future ambitions.
A long-term perspective is essential. I help guide investment approaches that are designed to support ongoing needs while maintaining a focus on the future.
Operating within a complex financial landscape requires a thoughtful approach. I work with insurance organizations to help insure their strategies remain aligned with broader objectives.
Balancing present realities with future obligations can be challenging. I support plan sponsors in navigating these dynamics with a steady, long-term perspective.
No two families approach wealth the same way. I help bring clarity and continuity to financial decisions, supporting priorities that evolve across generations.
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Location
Awards and Recognition
Portfolio Insights
Private Wealth Management Podcast
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
Insights and Outcomes
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Signature Access
- Business Services
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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