Anthony (Tony) F. Winkels - Selected Experience

Head shot of Anthony Tony Winkels Fortis Wealth Management Managing Partner smiling.

Education

  • M.B.A., The Wharton School at the University of Pennsylvania, 2020

  • B.S., United States Military Academy at West Point, 2008

Licenses & Certifications

  • Series 65 - Financial Industries Regulatory Authority FINRA - June 2015 (no expiration date)

 

Experience

Fortis Wealth Management

  • Managing Partner and Wealth Advisor

  • Dates: 2015 - present

Goldman Sachs

  • Private Wealth Management Summer Associate
    Dates Employed: June 2019 - August 2019
    Location: Los Angeles, CA

Crown Venture Investment Fund
Employment Duration: 3 years

  • Portfolio Manager
    Dates Employed: 2015 – 2018
    Employment Duration: 3 yrs
    Location: Palm Beach, Florida

    • Crown Venture Investment Fund L.P. is a private pooled investment vehicle open to accredited investors that employs a value-based, long/short equity investment strategy to pursue its long-term objective of above-average returns.

US Army: Plans and Training Officer (Captain)
Employment Duration: 3 years

  • Plans and Training Officer (Captain)
    Dates Employed: Oct 2012 – Sep 2015
    Employment Duration: 3 yrs
    Location: Fort Lewis, WA

    • Led a team of 12 military officers in planning, coordinating and supervising comprehensive training for an organization of 600 individuals. Developed a total of 13 weeks of highly complex training exercises, and oversaw the integration of resource procurement, logistical, and training scenario development requirements throughout the planning process.

US Army
Employment Duration: 4 years 1 month

  • Aide-de-Camp (Captain)
    Dates Employed: Apr 2011 – May 2012
    Employment Duration: 1 yr 2 mos
    Location: Fort Hood, TX

    • Aide-de-Camp to Deputy Commanding General, III Corps and Fort Hood

  • Company Executive Officer (First Lieutenant)
    Dates Employed: May 2010 – Mar 2011
    Employment Duration: 11 mos
    Location: Fort Hood, TX

    • Managed all aspects of 64 construction projects, supervising material acquisition, timeline development, personnel allocation, and quality control. Oversaw the maintenance and accountability of construction equipment valued at $110 million.

  • Platoon Leader (Second Lieutenant)
    Dates Employed: May 2008 – Jun 2010
    Employment Duration: 2 yrs 2 mos
    Location: Fort Hood, TX and Xio Haq, Afghanistan

    • Planned and supervised construction, training, logistical, and administrative operations for an organization of 60 individuals. Accountable for construction and various military-specific equipment valued at $26 million. Managed 22 construction projects, both in Texas and in Afghanistan.

Affiliations