From the beginning of a career spanning more than 30 years, Tony Baruffi has sought out people that have an inspired vision, steadfast commitment, and a relentless drive to serve others. His career began as a global bond and currency trader at a large institutional investment manager, building portfolios to meet large institutional client’s specific risk and return objectives. He later became an analyst researching individual companies, industries, and structured securities. Tony then became a portfolio manager responsible for managing large pension funds as well as endowments and mutual funds.

When Tony saw a news article that said IBM decided to cancel its defined benefit pension plan because it “could not afford it”, he knew that it was time to use his skills in managing investments to help individual families achieve their goals. Tony has seen the effects of what happens when an investment plan does not take into account the risks involved, and he founded Baruffi Private Wealth to bring the knowledge and insights of managing institutional investments to successful families.

Prior to founding Baruffi Private Wealth, Tony was a Senior Wealth Manager at Garde Capital Inc. Throughout his career, Tony has focused on providing customized investment policies to clients that include asset liability matching, mitigating taxes, providing for heirs, asset protection, and charitable giving.

As a leader in the community, Tony serves on the board of directors of Mutual of Enumclaw insurance. Tony is also a member of the St Joseph School endowment committee and a member of the CFA Society and a member of the Seattle Society of Financial Analysts.

Tony grew up in the Seattle area, and with his wife Kumi and his son and daughter, enjoys all that the Northwest has to offer, including spending time in the mountains, out on the water and enjoying Seattle’s live theater. He coaches alpine ski racing and is a USSA Alpine Official.

Education

• BA Economics, Pepperdine University
• Chartered Financial Analyst (CFA)

Professional & Community Involvement

• Director, Mutual of Enumclaw Insurance Company
• Investment committee, St. Joseph School Endowment
• Member, CFA Institute
• Member, CFA Society Seattle

In her role as a Client Service Specialist, Annette collaborates closely with our advisory teams to ensure exceptional service to our clients. Motivated by a dedication to fostering relationships and exceeding client expectations, she strives to comprehend the needs and aspirations of our clients. Bringing to Baruffi Private Wealth a wealth of experience, Annette boasts 8 years in the wealth management sector and over two decades in financial services.

Annette, a native of New Jersey, along with her husband have raised their daughter and son in a town that provides them with the perks of being close to New York City, beautiful beaches, and mountains, all within a short drive away. This enables them to enjoy all their favorite activities, such as Sunday mornings in the city, exploring new restaurants, hiking, ski weekends, and beach getaways during the summers.

Education

• MBA, Marketing, Fordham University/Gabelli School of Business
• Bachelor of Science, Finance, Bentley University