“The biggest and the most important thing is you have to be very honest and full of integrity. Without those two, you can't do anything.” – Tony Diar Bakerli
Don’t miss this episode of Cambridge Stronger as Tony Diar Bakerli, Managing Director and Chief Global Equity Strategist at T2 Global Advisors, shares his inspiring journey into financial services. Tune in to hear how Tony’s early passion for finance, combined with his expertise in institutional asset management, led him to establish a boutique family office whose advisors focus on personalized wealth management, asset preservation, and long-term succession planning. He also reflects on the challenges of moving to the U.S., adapting to a new financial landscape, and building a firm rooted in trust, integrity, and strong client relationships.
In Episode 225: A Global Perspective on Finance and Legacy, Tony discusses:
Tony Diar Bakerli, born and raised in Damascus, Syria, comes from a family of television pioneers—his father was a director and producer, while his mother was a writer and director. He earned a Bachelor of Mathematical Science and a Master’s in Global Finance and Business Commerce from the University of Lebanon in Beirut.
Tony's business career began in Europe, with assignments in the Far East and Africa. Moving to the U.S. in 1993, he held roles at Hyatt Corporation, Stefanie’s Group, and Rezko Enterprise. In 2002, he joined Sodexho Alliance as General Manager, later becoming District Manager in 2005, overseeing sales, development, and operations on the East Coast. He then transitioned to Wells Fargo, first in Home Mortgage, managing portfolio initiatives, and later at Wells Fargo Advisors, helping clients develop investment plans.
Since October 2017, Tony has served as Managing Director and CFO of T2 Global Advisors, focusing on tailored financial solutions for businesses, business owners, and family wealth.
A Chicago resident for 27 years, Tony is passionate about sailing and has competed in prestigious races, including the Chicago to Mackinac race. He is also dedicated to community development and supporting local Chicago charities.
https://www.t2globaladvisors.com/
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and T2 Global Advisors are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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Cambridge Stronger is a podcast series hosted by Cambridge CEO and Co-Chairman of the Board, Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.