Anthony Ortiz

Anthony Ortiz is a lifelong resident of the Hudson Valley area and he and his wife, Michelle currently resides in Marlboro, NY where they are raising their growing family of 4. He graduated Magna Cum Laude from Marist College earning a Business Administration degree with an emphasis in Finance.

Anthony, a Senior Financial Advisor, has almost 21 years’ experience in the wealth management field. His career started in 2003 with Met Life Financial Services which gave him a great foundation in Life insurance and Annuity products.

In 2007 he joined HSBC Securities and First Niagara Bank where he worked closely for 9 years with Robert Coombs, Senior Financial Advisor, who took the time to mentor him and ultimately partner with him. It was here that Anthony gained the necessary knowledge of the investment management business as well as the ethical practices needed to thrive long term in this business.

In 2016, Anthony, Robert Coombs, Registered Operations Manager Derek Pinelli and Financial Advisor Taylor Coombs joined forces with Wells Fargo Advisors Financial Network in order to start their company, The Captiva Group. Our Company Mission is simply to have great products available to help our clients reach their financial goals while also delivering a very personal and professional client experience.