Townsend Retirement & Investment Advisors Appoints Anthony Schembri, CPA, as Senior Vice President & Chief Operating Officer
Townsend Retirement & Investment Advisors is excited to announce the appointment of Anthony Schembri, CPA, as their new Senior Vice President & Chief Operating Officer. With over three decades of experience in wealth management and financial services, Schembri adds significant depth to the firm’s leadership.
In his role, Schembri will focus on overseeing operations, technology initiatives, process improvements, and strategic growth to maintain the personalized client service that Townsend is known for. Before joining Townsend, he led operational transformation initiatives at Clarfeld Citizens Private Wealth and played a pivotal role in onboarding significant assets and completing complex platform conversions without client disruption.
Jeff Townsend, CRPC®, the founder of Townsend, highlighted Schembri’s alignment with the firm’s goals, emphasizing his operational expertise and client-centric approach. Shawn Kelly, CRPC®, the firm’s president, reiterated this, noting the infrastructure enhancements Schembri’s experience will bring.
Expressing his enthusiasm, Schembri stated, “I am honored to join Townsend and am excited to contribute to the firm’s growth while keeping client satisfaction at the forefront.”
Schembri is a Certified Public Accountant, holds a degree in Accountancy from Villanova University, and has been recognized for his contributions to the industry, including being named a Forty Under Forty honoree by the Business Council of Westchester.
Founded in 1990, Townsend Retirement & Investment Advisors offers fiduciary services in retirement planning and investment management, helping clients navigate crucial financial decisions.
For further details, visit Townsend Retirement.
Media Contact:
Savanna Brown
Events & Communication Manager
Townsend Retirement & Investment Advisors
Savanna@townsendretirement.com
View the original release here.
