Twenty years in financial services, one motivation: do right by the people trying to get ahead.
I'm Anthony Stich. Most people call me Tony. A smaller, stubborn group calls me Mr. Purple.
Above everything, I'm a happily married father of five. I was born and raised in Wisconsin and still prefer the typical Wisconsin things: beer, cheese, supper clubs, and fish fries during Lent. I'll argue that bowling, poker, and archery count as sports. Midwest winters, though? Hard pass. My family and I now live in Naples, Florida.
Professionally, I've spent nearly two decades in financial services, first inside national and regional firms, then on the software side, and now back in wealth management as Chief Marketing Officer at Moran Wealth Management, a fee‑only fiduciary RIA. The through‑line has always been go‑to‑market: building brands, demand, and the operating discipline that turns both into growth.
I'm not consulting and I'm not looking. I'm where I want to be. But I still speak, invest, advise a few founders, and sit on boards when the fit is right.
The nickname dates back to 2015 and it's a long story. It's now my thing, and I'm entirely okay with that. Sit down with me over an Old Fashioned and you'll get the whole sha-bang. If you need to blame someone, talk with Kitces.
Award‑winning, apparently.
Only God knows why I keep getting published, broadcast, and quoted. They keep calling back, so I must have said something right.
Don't blink or you'll be looking back at two decades.
Leading brand, growth, and client experience marketing for a fee‑only fiduciary RIA in Naples, Florida, a multi‑billion‑dollar firm.
Business and regulatory compliance consultancy to some of the country's preeminent entrepreneurial investment advisers, from RIA startups to multi‑billion‑dollar firms.
Led sales, marketing, and product strategy during the stealth‑mode development of a next‑generation custodial platform for the RIA market.
Facilitated the strategic acquisition of Advicent (NaviPlan) by InvestCloud and the transition and merger of the two companies.
Led the global sales, marketing, professional services, customer success, and support teams for NaviPlan, Financial Profiles, and Figlo.
Ten years leading marketing and GTM functions at AIG VALIC (North American 403(b) provider), Guaranty Bank (national bank and consumer lender), and Bank Mutual (regional full‑service bank).