As the founder of Third Quarter Advisers, LLC, Tony DiLeonardi
channels more than 25 years of sales and managerial financial
services experience to help lead, inspire and guide wealth
professionals through the challenges of running a dynamic wealth
management practice. Third Quarter Advisers offers strategic best
practices, coaching services and solutions for wealth advisers and
Tony speaks regularly at meetings across North America and
strives to equip each audience he addresses with the skills and
creative thinking needed for enhancing their overall business and
In his corporate career, Tony was Vice Chairman at Guggenheim
Investments and prior to that, Vice Chairman, Senior Managing
Director of Distribution, at Claymore Securities, Inc., an
innovative exchange-traded fund (ETF), closed-end fund (CEF) firm
that was acquired by Guggenheim Partners. Previous to that, Mr.
DiLeonardi served as a Regional Sales Director for First Trust
Portfolios and National Sales Manager in Canada, opening a Canadian
based organization for First Trust Canada.
Tony is the author of Face to Face: Creating Lifelong &
Multi-Generational Clients. He co-authored the book The
$14 Trillion Woman: Your Essential Guide to the Female Client.
He earned a bachelor's degree in communications from Illinois
State University. He is also a Registered Corporate Coach.