Antony Joffe
About Antony Joffe
Antony Joffe is the Founder and Board Member of WealthHub Solutions, LLC and serves as President of Sterling Trustees LLC, where he focuses on unbiased trust compliance services. He has a strong background in finance and accounting, holding an MBA from Temple University and a BBA from Emory University, and is actively involved in the South Dakota Trust Association.
Work at WealthHub Solutions
Antony Joffe serves as the Founder and Board Member at WealthHub Solutions, LLC, a position he has held since 2013. The company is located in Conshohocken, PA. His role involves overseeing the strategic direction and operations of the firm, focusing on innovative solutions in the financial services sector.
Current Role at Sterling Trustees LLC
Antony Joffe has been the President of Sterling Trustees LLC since 2008. In this capacity, he manages $4.8 billion in assets across 350 trusts and 150 families. He emphasizes providing unbiased trust compliance services that preserve assets for future generations and advocates for independence and objectivity in trust administration.
Education and Expertise
Antony Joffe earned his MBA in Finance from the Fox School of Business at Temple University, studying from 1996 to 1998. He also holds a BBA in Accounting from Emory University - Goizueta Business School, where he studied from 1987 to 1991. His educational background supports his expertise in financial management and trust administration.
Background in Trust Associations
Antony Joffe founded the South Dakota Trust Association, aimed at promoting South Dakota as a preferred trust situs on both national and international levels. He is actively involved in educational, legislative, and philanthropic activities to further the mission of the association.
Previous Professional Experience
Before his current roles, Antony Joffe worked as a Principal at Bryant Park Capital for 11 months in 2007. He also served as Vice President at Janney Montgomery Scott from 1997 to 2005, accumulating eight years of experience in the financial services industry.