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Team

Anthony M. Bettencourt

Owner/President

(973) 943-0938

anthony@wolfandraven.com

Your Financial Advisor

Welcome to Wolf & Raven Private Wealth, where financial wisdom comes from real world market experience. I’m Anthony Bettencourt, the proud Owner and CEO of our dynamic advisory practice. With a career spanning various facets of the financial world, I bring a wealth of experience and a passion for helping clients navigate their financial journeys.

Professional Journey:

I embarked on my financial career at Scottrade as a Market Trader, honing my skills in trading equities and options while earning my FINRA licenses. This foundational experience paved the way for my role at Charles Schwab, where I served as a Sr. Derivatives Trading Specialist and Executive Services Trading Consultant. Here, I provided education and guidance on both non-standardized and standardized options, helping clients make informed decisions about their stock compensation awards and trading plans.

I now channel my expertise and enthusiasm into creating tailored financial strategies for our clients. At Wolf & Raven, we believe in blending traditional financial wisdom with innovative approaches to ensure our clients’ success.

Educational Background:

I hold an MBA from the University of Denver’s Daniels College of Business, which equipped me with the strategic insights needed to lead in today’s complex financial landscape. Additionally, I earned both a Master’s in Educational Leadership and a Bachelor’s in Accounting from Seton Hall University, fostering a deep understanding of leadership and financial principles.

A Little Fun:

When I’m not creating tailored financial strategies for our clients at Wolf & Raven, I enjoy reading a good book, adventuring into the great outdoors with my wife and two children, and coaching my kids’ sports.

My journey from a market trader to the CEO of Wolf & Raven Private Wealth has been as thrilling as a good adventure novel, and I’m excited to bring that same sense of adventure to your financial planning.

Let’s embark on this journey together and craft a financial future that’s as unique and vibrant as you are!