She has over 20 years of experience in the investment management industry and is responsible for asset allocations, quarterly reporting, performance attribution reports, investment manager searches and special analytical projects.
Prior to joining Asset Strategy Consultants, Anne spent three years as an Investment Analyst with Legg Mason Capital Management responsible for providing client-related investment analysis and client service. She began her career with Investment Counselors of Maryland. Her role during her 12 years with ICM included managing all aspects of institutional and high net worth accounts ranging from account reconciliation and performance analysis to managing portfolios and client service.
Anne graduated Cum Laude from the University of Richmond with a Bachelors of Science in Mathematics and holds an M.B.A. in Finance from Loyola College. Anne received the Chartered Financial Analyst designation in 2000 and is a member of the Baltimore CFA Society and the CFA Institute. She has completed the Callan College for Fiduciary Training.