Anthony Capellupo

Experience

• 

  Fairfield Investment Group

  Apr 2017 - Feb 2018

  Financial Analyst

  • Pitched Mid-Cap equities to portfolio managers that had potential opportunities for growth based on underlying fundamentals and market conditions • Evaluated and researched potential positions within the Industrial sector• Provided and offered advice for capital allocation to different sectors looking to achieve diversification

• 

  Circle Advisers, Inc.

  Jun 2017 - Aug 2018

  Summer Intern

  • Prepared investment worksheets for the buying/selling of securities in order to adequately allocate client capital • Assisted with SEC compliance to ensure complete/accurate profiles and agreements for clients • Assisted with client billing and open receivable statements • Attended meetings with senior personal regarding internal operation strategies and client advisement matters

• 

  Fairfield Investment Group

  Feb 2018 - Jun 2020

  •Implement and create investing plans and strategies based on varying market conditions•Collaborate with, lead, and educate group of 25 students on principles of investing and macroeconomic policy •Determine capital allocations for varying sectors and weightings on individual equities in overall portfolio •Act as a gatekeeper on stock pitches from analysts and portfolio managers • Collaborate with team of analysts to decide which stock pitches should be purchased or sold and how each equity will be weighted • Developed and created an investment strategy targeting small cap and mid cap U.S. based companies benefiting from U.S. tax reform based on changes in average effective tax rates and percentages of business conducted in U.S.• Provide an overall or broad based analysis and estimate of current macroeconomic trends and their impact on the group as a whole

  • President

    Apr 2019 - Jun 2020

  • Portfolio Manager

    Feb 2018 - Sept 2019
• 

  Federal Reserve Bank of New York

  Sept 2019 - Oct 2019

  Presenter - College Fed Challenge

  • Develop and create detailed presentation covering the current and future state of the U.S. economy • Outline and support a monetary policy recommendation to uphold the dual mandate • Collaborate and present with fellow teammates/students to a panel of judges

• 

  Wakes & Waves.

  Oct 2021 - now

  Founder

  • Create, launch, and develop new lifestyle brand focused on connecting people who enjoy the water• Grow and expand the business while managing cash flow and moving the company towards profitability • Carry out day-to-day workings, manufacturing operations and responsibilities of the business as the sole owner