Anthony S Tursich

Current Employers

Employment History

• 11/2018 → 09/2020
  Pearl Wealth Llc
  Portland, OR
• 10/2018 → 09/2020
  Pearl Wealth Llc
  Portland, OR
• 01/2015 → 07/2018
  Trillium Asset Management
  Portland, OR
• 01/2019 → 09/2020
  Pearl Wealth Llc
  Portland, OR
• 08/2020 → 08/2021
  Pearl Impact Capital, Llc
  Portland, OR
• 08/2021 → Present
  Calamos Advisors Llc
  Naperville, IL
• 08/2021 → Present
  Calamos Wealth Management Llc
  Naperville, IL

Previous Registrations

• 2020-10-02 → 2021-09-22
  Pearl Impact Capital, Llc
  Portland, OR
• 2019-01-02 → 2020-09-15
  Pearl Wealth Llc
  Portland, OR

Other Businesses

Multnomah County - 501 SE Hawthorne Blvd, Portland, OR 97214. I am serving as an Investment Advisory Board Member, and it is investment related. As an Investment Advisory Board Member, my duties include meeting quarterly to review the portfolio's performance and ensure that it complies with the investment policy and to provide guidance. I spend 2 hour per month of this activity and zero hours during trading hours. I am not compensated for this activity. Tursich Properties, LLC - 3127 NE Tillamook ST, Portland, OR, 97212. Residential rental property owner and it is not investment related. My duties include collecting rental payments and maintenance of the property. The property was purchased in August 2020. I anticipate spending 1 hour per month on this activity and zero time during trading hours. I am compensated by rental income less expenses.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-07-18

Designations

Other Names

• Tony Tursich
• Anthony Steven Tursich