Client Advisory

Biography

Anna is an Associate in the Denver office and a member of the Cerity Partners OCIO Client Service Team. Her duties include serving as a specialist for all client-related information and activities, creating client presentation materials, and supporting senior client service members.

Prior to joining Cerity Partners, Anna applied her skills in a similar capacity as an Analyst at Agility. Before that, she was an Advisor Services Associate at Charles Schwab, where she worked with Registered Investment Advisors who custodied on the platform.

Outside the office, Anna enjoys cooking and reading.

Education

  • B.A. in Communications and Strategic Communications from the University of Denver

Connect with Anna

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