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Anne is a private client relationship advisor at Brown Advisory and serves as operating officer of the Boston office. Anne has over 15 years of experience in the financial industry. She began her career at Fidelity Investments where she spent a total of 12 years. After Fidelity, Anne worked with wealth management private clients at a Boston area law firm as well as an international bank. Most recently Anne was an owner of a small business which she sold in 2013 to return to the financial services industry.  During her career Anne has worked with both private and institutional clients, and has been responsible for the design, development and management of numerous service and technology based service solutions.

Education

  • Wittenberg University, BA (1993)

Certifications

  • CTFA

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