A tenacious problem-solver, Anna addresses client requests and administrative needs. Anna also supports the business operations of our team and plays a key role in preparing quarterly investment reports.

With over 15 years of experience in the financial services industry, Anna has worked as a registered representative for J.P. Morgan Chase, Merrill Lynch and Northern Trust Securities.

Anna joined the team in 2013 and holds Series 7 and 63 licenses. Originally from New York City, Anna studied economics and international business at Iona College. Anna has lived in Brazil and speaks fluent Portuguese.

When not working, Anna enjoys spending time with her husband, Gessi, and two children, John Luca and Nicholas. Anna’s interests include travel, study, fashion and competitive sports.