Troy Toner joined our Board of Directors and became our interim Chief Financial Officer in August 2018. In 2023 he was named Chief Development Officer.
Mr. Toner is founder and President of Toner Asset Management Group, an established multi-family office for over 16 years, managing clients’ discretionary investment accounts, as well as relationships with banks, estate planners, commercial real estate, attorneys, private equity investments, aircraft and yacht procurement, maintenance and sale. He also manages relationships with insurance and real estate agents, as well as broker-dealers, evaluating investment opportunities made available to his clients. With over 22 years of experience in the financial industry, Mr. Toner started his career as a financial analyst after completing his M.B.A., finding his passion for research, analytics and portfolio management. He then transitioned to wealth management for ultra-high net worth families, building a strong network of professionals necessary to facilitate the management of his clients’ wealth, with a focus on putting his clients’ interests first.
Mr. Toner is a registered Investment Adviser, with the following Securities licenses: Series 7 General Securities Representative, Series 63 Uniform Securities Agent State Law, Series 65 Uniform Investment Adviser.
Mr. Toner holds a Master’s degree in Business Administration from The American University, Bachelor of Science degrees in both Finance and General Business Management, as well as a Minor in International Business from the University of Central Florida.