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 ANTHONY M. REED
As Founder and President of Millennium Investment Services, Tony has built our company based on his vision of how clients should be treated – a vision that goes beyond the structuring of investment portfolios. Every client is always shown the utmost respect, and is provided with the most meaningful performance reporting found in our industry.
After graduating from UCLA with a degree in psychology in 1985, Tony achieved the rare accomplishment of passing all four parts of the CPA exam in his first sitting. His career at Weiss Accountancy Corporation actually began in 1983, but his time at Weiss in the public accounting field soon evolved into a full-time passion for helping clients in an investment advisory capacity.
Tony, who is also a Certified Financial Planner, personally manages most of our clients’ investment portfolios and, by virtue of his many years as a CPA, brings a unique perspective to his client relationships. His integrity, honesty and passion for doing right by each and every client form the backbone of our firm, and are qualities that can be found in every Millennium team member.
LOUIS E. MASRY
Louis joined Millennium in 2001, and as our Vice-President, he brings over 20 years of experience in the financial services industry and a wealth of knowledge to the Millennium team. Louis began his career working on the floor of the New York Stock Exchange, and then proceeded to work for some of the world’s largest brokerage firms, such as Merrill Lynch, Dean Witter and Prudential.
In 1996, Louis founded Sunrise Financial Services, and began focusing his career in the area for which he is most renown – as an advisor to clients who have received settlement awards from personal injury lawsuits. His clients include many of those who received settlement funds in the well-known “Erin Brockovich” case.
His sensitivity to the unique position these clients find themselves in, and his willingness to assist them in a variety of ways, has helped him to form a bond with his clients that goes beyond the typical advisor/client relationship.
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