Broker Check

Antonio Loffreda

Sr. Vice President Financial Consultant

Antonio is a Sr. Vice President Financial Consultant with The Monteverde Group, LLC. Prior to his joining TMG, he had been with Wealth Management Partners; Antonio also worked as a financial analyst at Ayco, a Goldman Sachs Company, and as a vice president at BNY Mellon.

Antonio received a BA from Washington & Jefferson College, a Master’s in Public and International Affairs majoring in Global Political Economy, and a certificate in advanced studies on Asia from the University of Pittsburgh, as well as an MBA from Carnegie Mellon University with concentrations in finance, organizational behavior, and entrepreneurship. He holds the Accredited Investment Fiduciary® (AIF®), Accredited Investment Fiduciary Analyst® (AIFA®) and Professional Plan Consultant™ (PPC™) designations and maintains FINRA Series 7, 63, and 65 securities registrations through LPL Financial®. As a licensed insurance agent and investment consultant, Antonio enjoys helping clients and companies create comprehensive financial plans.

He currently lives in the Murdoch Farms area of Pittsburgh with his wife and two young sons. His hobbies include playing soccer, skiing, and enjoying family time.

Mr. Monteverde’s philanthropic efforts have earned him honorary citizenships in the states of Texas, Louisiana, and Illinois. He is the past president of NAIFA-Pittsburgh and the Pennsylvania Association of Insurance and Financial Advisors. He also served two terms as a NAIFA trustee. He has served on several boards, was past chair of Eden Christian Academy and a National Financial Advisor for World Vision. He was also a member of the Advisory Council for United Mitochondrial Disease Foundation as well as chairman of the Advisory Board for PartnersFinancial and chair of the PartnersFinancial Charitable Foundation.

Mr. Monteverde is published in Who’s Who in Finance and Industry and is a member of the National Association of Estate Planning Councils, The American Gold Key Society, The Association for Advanced Life Underwriting, The Society of Financial Service Professionals, and The Duquesne Club.
Jim has five children and resides in Sewickley Heights, Pennsylvania with his wife, Colleen.