Anthony Caputo

Financial Associate

Anthony Caputo is a Financial Associate at Pallas Capital Advisors. In this role, Anthony supports advisors in delivering personalized financial strategies while providing exceptional day-to-day client service and relationship management. He contributes to the team’s investment process by supporting portfolio implementation, investment research, and the execution of client-focused strategies.

Working alongside advisors and investment professionals, Anthony helps support portfolio management and financial planning initiatives while gaining experience across a broad range of asset classes and investment strategies. He also serves as a key point of coordination between clients, advisors, and other financial professionals, helping to ensure a seamless client experience.

Prior to joining Pallas Capital Advisors full-time, Anthony participated in the firm’s internship program, where he gained hands-on experience across multiple areas of wealth management while learning Pallas’ disciplined investment philosophy, comprehensive planning process, and client-first approach. The experience provided a strong foundation in the firm’s values, collaborative culture, and commitment to delivering personalized wealth management strategies, making Anthony a natural addition to the team following graduation.

Anthony earned his Bachelor’s Degree in Communications with a minor in Entrepreneurship from the University of Michigan College of Literature, Science, and the Arts. He is also a graduate of St. John’s Prep.

Originally from Topsfield, Massachusetts, Anthony now resides in New York City. Outside of the office, he enjoys spending time with family and friends, golfing, wake surfing, traveling, and following Michigan and Boston sports. He enjoys exploring new places and is always looking forward to his next adventure.

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Braintree, MA

45 Braintree Hill Office Park Suite 201
Braintree, MA 02184
(781) 971-5052

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Wakefield, MA 01880
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Suite 2101
Park Ridge, NJ 07656
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Newport, RI

51 Long Wharf Mall
Newport, RI 02840
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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