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Anthony T. Isola, President and founder of ATI Investment Consulting Inc., holds the following professional accreditations and certifications:
- Accredited Asset Management Specialist
- Registered Investment Advisor
- Series 65 licensed
- New York City Junior and Senior Social Studies High School Licenses
- New York State Permanent Certification (Social Studies)
Professional Experience
- Currently, ATI provides investment consulting services on $25 million in assets.
- Conducts free courses to raise public awareness on financial issues.
- Conducts staff development courses for Plainview Old Bethpage School District.
- Oversees POB Middle School’s participation in the SIA Stock Market Game.
Education
Hofstra University, Hempstead, NY
Master of Science, Secondary Education, Social Studies 1997
Boston University, Boston, MA
Bachelor of Arts, Economics, 1986
Graduated Magna Cum Laude
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Dina Isola, Director of Investor Relations, has 20 years of experience in the financial industry. Her background includes extensive work at mutual fund/investment management companies, as well as brokerage firms. Her current activities include:
- Series 65 licensed
- Oversees and coordinates ATI's Investor Education Programs
- Contributor to the Budget forum at Happyhousewivesclub.com, which aims to empower stay-at-home mothers in their quest for financial well being
Professional Experience
- 1997 to 2003: Vice President in charge of Marketing Communications, J.W. & Seligman & Co. Inc., New York, NY
- 1990 to 1997: Creative Director, Lord, Abbett & Co., New York, NY
- 1987 to 1990: Mutual Funds Marketing Coordinator, Dean Witter Reynolds, New York, NY
Education
Fairfield University, Fairfield, CT
Bachelor of Arts, English and Communications, 1987
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