Client and Corporate Services

Biography

Anne is a Principal and Director of Colleague Workspace. She is responsible for the firm’s real estate portfolio and the utilization of space by Cerity Partners colleagues. Anne is the primary point of contact to source and plan for optimal space for Cerity Partners’ expanding teams.

Prior to joining Cerity Partners, Anne served as the Director of Office Operations at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, she worked at Centron as a Vice President, Account Group Supervisor, and Director of Project Management. In addition to day-to-day account management, she was also responsible for setting up processes and systems to ensure work flowed smoothly and was delivered accurately, on time, and on budget.

Education

  • B.S. from Quinnipiac College

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