As Senior Wealth Associate, Anna supports both the financial planning and the investment management sides of the business. Anna joined Our Family Office from Equium Capital Management, an investment management firm focused on private equity and global multi-asset investment solutions.
Highlights of Anna’s career to date include:
- Equium Capital Management: Anna led the fund operations team and traded listed North American equities for the public markets’ strategy while maintaining oversight of all structuring and operations within the real estate-focused private equity business.
- SEB Bank & Chemung Canal Trust Bank: Prior to working at Equium Capital, Anna worked at SEB Bank in Stockholm, Sweden, and Chemung Canal Trust Bank in New York.
Professional Credentials & Qualifications:
- Bachelor of Science, Magna Cum Laude, from Elmira College in New York where she earned a double major in Economics and Business Administration.
- Chartered Investment Manager (CIM®) Designation
For over 15 years, Anna played international women’s hockey and applies the intensity and discipline of her sport daily at Our Family Office.
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?