Andy Anthony CPA, CFP®

Wealth Advisor

Andy Anthony grew up in Baltimore County and attended Towson University, where he obtained a bachelor’s degree in accounting. After graduating, Andy earned his Certified Public Accounting (CPA) license with a regional accounting firm and soon after transitioned into T. Rowe Price (TRP) as a member of the Mutual Fund Accounting Operations team. Over the course of 25 years, Andy grew to manage a team of 50 associates and eventually coordinated the transition of TRP’s operations to Bank of New York Mellon (BNYM). Over the next three years, as part of the BNYM Leadership team, Andy oversaw the transition of accounting operations, system conversion of accounting assets totalling 660 billion, and a team of 120 associates from Maryland to Delaware.

After 30 successful years in the accounting field, Andy decided to pursue his interest in the financial planning arena where he could assist others as they navigate their financial future. In November of 2019 Andy passed the CERTIFIED FINANCIAL PLANNER™ test and soon after joined the Bay Harbor Wealth Management team. Ultimately, this transition allowed him to return his career to the Baltimore area.

Andy currently resides in Sparks, MD with his wife and three sons. In his free time, Andy is an avid hiker and enjoys spending time outside with his family and dogs. Andy has held volunteer roles within his community for years, including various roles within his local pool leadership board, commissioner of the Cockeysville Recreational boys’ basketball program, and most recently the Cash Campaign of Maryland.