Anne is a private client relationship advisor at Brown Advisory and serves as operating officer of the Boston office. Anne has over 25 years of experience in the financial industry, having begun her career at Fidelity Investments, where she spent a total of 12 years, and having also worked with wealth management private clients at a Boston area law firm as well as an international bank.  During her career Anne has worked with both private and institutional clients managing client relationships with a special focus on multi-generational families, family offices, and trust administration. 

Education

  • Wittenberg University, BA

Certifications

  • Certified Trust and Fiduciary Advisor (CTFA)

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