Anne serves as chief of staff to the CEO and as a private client relationship advisor. She has over 25 years of industry experience and was one of the firm's first few colleagues. She is responsible for several family office and foundation-focused relationships as well as high-net-worth individuals and families. Previously, Anne was with Alex. Brown, where she worked in its retail division and also on its corporate bond trading desk.


  • University of Virginia, BA

Community Involvement

  • Member, Endowment Committee for the Bryn Mawr School; Member Alumni Committee for Calvert School; Actively involved with the Family Tree of Maryland


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