Anthony Rossi

Registered Client Service Specialist

Based in Bellevue, Washington, I serve as Registered Client Service Specialist at Integrated. I play a critical role in supporting our firm’s middle and back-office operations, bringing over a decade of wealth management experience and a focus on operational precision to the team.

In my role, I am responsible for a wide array of essential functions, including account administration, new client onboarding, research, portfolio construction, and trade execution. My detail-oriented approach supports client needs with a high degree of accuracy and care, while my understanding of investment strategies contributes meaningfully to our portfolio design and implementation.

I hold the Series 66 license, which supports my commitment to the regulatory requirements and fiduciary standards of our industry. My academic foundation includes a bachelor’s degree from the University of Washington, following my graduation from Issaquah High School.

Outside the office, I enjoy a rich personal life here in the Pacific Northwest. My wife and I recently welcomed our first child, Ava, and when I'm not busy with our new addition, I enjoy hiking, beekeeping, cooking, traveling, and brewing craft beer—a hobby that reflects my appreciation for process, creativity, and craftsmanship.