Claro Advisors appoints wealth management industry veteran Anthony DeChellis to Board of Directors
Boston - Claro Advisors, a technology-forward RIA built by advisors, for advisors, announced today the appointment of Anthony DeChellis to the company’s Board of Directors, effective immediately.
DeChellis is a veteran financial industry professional with decades of experience in leadership positions across the top wealth management and private banking firms globally. He currently serves as the managing partner of DeChellis Capital, and is also on the advisory council for the University of Chicago’s Booth School of Business’ Center for Applied Artificial Intelligence. Across his career, DeChellis has served as CEO for a number of firms including at Boston Private Bank & Trust Company; CEO of Private Banking Americas for Credit Suisse; and in senior roles for UBS, Credit Suisse, and Merrill Lynch; where he was vital in scaling wealth management businesses into industry-leading verticals.
“One of the most respected minds in wealth management, Anthony has spent decades at the cutting edge of the asset management business, recruiting and supporting advisors, building advisory practices, and spearheading the rollout of technology that enables them to better serve their clients,” said Ryan Belanger, CEO and Founder at Claro Advisors. “His experience and perspective will be vital to our expansion and we are humbled by his decision to join our Board.”
While at Credit Suisse, DeChellis worked with Pershing on the development and rollout of Pershing’s NetX360® platform for advisors. Claro expects this experience to be valuable as it continues to grow its platform and advisor base.
“A critical part of the future is not just having a great advisory team at an RIA, but one that has the immediate empowerment of tech along with the capacity to stay current with the advances in AI” said DeChellis, adding “What distinguishes Claro, is that it’s not just an RIA with a great value prop for advisors; it provides technology that enables them to do their job and do it well.
“I evaluated a number of firms before deciding where to commit my time, and Claro’s platform stood out. It’s among the most impressive wealth management technology I’ve seen in my career, I have even added Claro to my financial advisory team,” he added. “Rapid change is coming to this industry and Claro equips advisors to be at the forefront of innovation for both their businesses and their clients.”
Earlier this year, Claro Advisors announced the launch of Claire, an AI Chief of Staff built into the Claro Intelligent Hub™ and available to every Claro advisor. Claire is a connected intelligence layer that brings together client information advisors already have; putting this information at their fingertips to better prepare them for meetings, milestones, unforeseen circumstances, and everything in between. Claire is designed to help advisors stay prepared and responsive to their clients.
Advisors have been joining Claro since launch and continue to break away from traditional firms to take advantage of its tech-forward platform. Claro has grown to more than $1 billion in AUM, as of September 2026, and is embarking on an accelerated recruiting and growth effort to coincide with the rollout of Claire and other enhancements to its technology platform. Claire supports advisors; all advice is provided and reviewed by Claro’s advisors.
About Claro Advisors
Built by advisors, for advisors — Claro Advisors is a technology-forward RIA built to give independent advisors the time, tools, and infrastructure to grow. Powered by a proprietary platform and an in-house technology and research team, Claro pairs experienced advisors with purpose-built capabilities designed to give them their time back — and make every moment with a client count. Smarter advice. Simpler process. Clearer outcomes. Learn more at claroadvisors.com.
Disclosure
Mr. DeChellis is a current client of Claro Advisors and a member of its Board of Directors. He was not compensated for this statement. As a Board member, he has an interest in Claro’s success, which creates a conflict of interest.
Claro Advisors Inc. (“Claro”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This press release is for informational purposes only and does not constitute investment advice or an offer of advisory services. Claro provides individualized advice only after obtaining all necessary information from a client. Additional information, including Claro’s Form ADV and Form CRS, is available at adviserinfo.sec.gov and claroadvisors.com.
NetX360 is a registered trademark of Pershing LLC, a BNY company. Pershing is not affiliated with Claro Advisors Inc.