Anthony Tomasula,AIF®
Managing Partner, President
Anthony joined PPS in 2000 after graduating from The University of Rochester, where he received degrees in Finance and Health & Society.
Anthony has been named to the Financial Times Top 401 Retirement Plan Advisors* in America in 2019 and in 2022 was recognized by Plan Advisor as one of the Top 100 Retirement Plan Advisors in America**.
Anthony is a 20-time Qualifier for the Million Dollar Roundtable and has achieved both Court of the Table and Top of the Table status multiple times. In 2015, Anthony was a platform speaker at the Million Dollar Roundtable Annual Meeting in New Orleans, LA.
He is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and has been quoted in numerous publications on Retirement and 401K matters. He has served as the keynote speaker at National Qualified Plan Seminars on 2 occasions.
Anthony also holds an Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies. This designation is awarded to candidates who have undergone significant training and education on the roles and responsibilities of Retirement Plan Fiduciaries and the laws that govern Fiduciary issues.
Away from the office, Anthony is very involved in youth hockey in the Buffalo area and is a coach for his son's Buffalo Jr. Sabres travel team.
He and his wife Michelle live in Clarence Center with their sons, Noah and Alex.
*The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times annually. Candidates are pre-screened with requirements of advising on at least $75 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. A pool of thousands is narrowed to roughly 600 candidates from which the final list is chosen. The FT 401 is based on data gathered in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor's future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.
**The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year's Top 100, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100.