Anne is a Research Analyst at Fiduciary Investment Advisors, LLC (FIA). A member of the defined contribution team, Anne is based in our Boston office. Her focus is on retirement plan diagnostics, vendor search and analysis, quarterly performance reporting, and providing a variety of other high-level customer services to many of our defined contribution clients.
Prior to joining FIA, Anne supported a variety of critical areas at Positive Retirement Outcomes, LLC, an independent retirement plan consulting firm, including investment due diligence and analysis, client service, and operations. Anne also has over 14 years of experience in private banking and trust, and thus brings a strong understanding of fiduciary issues, the world of investments and white glove customer service. Anne has passed Level I of the CFA Program.
- Bates College, BA (Dana Scholar)
Hiking, kayaking, canoeing, swimming, gardening, reading, learning