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Tony Compaglia

Director of Business Development

       (415) 830-2072 

 

       tcompaglia@tullyandholland.com

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Tony Compaglia is a Director of Business Development at Tully & Holland, Inc. He has eight years of experience in finance working in Equity Research & Private Banking capacities. In addition, Tony was the founder and operator of craft beer retail concept BeerShop, which he successfully sold in 2021. For the past few years, Tony has worked as consultant to craft beer brewers with a focus on developing new direct to consumer revenue channels and streamlining options. 

 

Prior to his experience in craft beer, Tony was an Equity Research Associate covering publicly held interactive gaming companies while at Bank of America Securities. In this capacity, he regularly interacted with company management, as well as buy side investors including hedge funds and investments advisors. By cultivating industry contacts and developing proprietary research tools, Tony was able to make informed investment recommendations for his clients. Later while working as a Private Banking Analyst at Credit Suisse and Merrill Lynch, Tony assisted business owners, foundations, and ultra-high net worth individuals with investment and portfolio management. 

 

Tony's experience both as a business owner and an analyst allows him to blend an understanding of operations with quantitative analysis. By understanding all aspects of business decisions as related to revenue, marketing, input costs and operating expenses, he is able to provide actionable insights with an eye on profitability and enhancing enterprise valuation. 

Tony received his B.A. from the University of California, Santa Barbara, and holds the S.I.E., Series 79 & 63 licenses. He has two daughters, and volunteers with their track and cross country teams. Tony enjoys the chance to travel and play music when he gets the chance. 

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