• Anna Matos Pastorick, MBA

    Investment Portfolio Associate

Anna Matos Pastorick delivers a wealth of financial experience. Before joining the Page Group in August 2012, she worked in corporate financial planning and analysis, international banking, and sales.

Two Degrees of Expertise

I earned my M.B.A. while working full-time as the business manager for a children’s apparel manufacturer. Grad school taught me the importance of communication and teamwork. After a tenure working in corporate finance, I made the career change to financial services. It was a natural shift because I was always interested in investments. I believe my degrees (B.S. in Accounting, Master’s in Finance) give me – and our clients – a well-rounded foundation and strategic perspective.

Combining her enjoyment of research with a client interface, Anna finds great satisfaction in her role.

It’s All “Geek” to Her

I spend most of my time on research. It’s like a puzzle, trying to figure out why something is working, why it isn’t, what makes it tick. It’s important to research thoroughly in order to discern if something is a viable investment for our clients. If you peel away all the layers, you’ll find answers that validate your research. I enjoy making decisions that are supported by facts, not just operating on gut instinct. I like that I can be a “numbers geek” and help people at the same time.

For Anna, investing isn’t just about making money. It’s about striking a prudent balance between current and future needs.

Eyes on the “Pies”

Everyone’s financial “pie” is only so big, so you have to slice it up in terms of financial goals. How much do you need to enjoy life now, versus how much do you need to invest for retirement? When I was a kid, my parents would give me my allowance and I’d think, “This only covers the cost of one pair of jeans I want.” I had to figure out a way to make it work. Obviously, no one can predict the future. But I try to narrow down the variables to help clients make informed choices about their portfolios.

Anna’s lifelong interest in how markets work allows her to vet investments for clients throughout the different phases of their lives.

Work-Life Satisfaction

Professionally, the best kind of day is when the clients are happy. With strategies in place, I believe they can feel good about their current needs and investment trends.

Free-Time Favorites

I love movies from the ‘40s and ‘50s, like Gone with the Wind and All About Eve. My favorite book is Pride andPrejudice, though I also just re-read Gabriel Garcia Marquez’s Love in the Time of Cholera and thought, “Oh, this is just as good as I remembered!” I’m drawn to stories that feature strong women as role models. In terms of how they acted, Scarlett O’Hara and Elizabeth Bennet weren’t confined by the time periods in which they lived.

Background

Anna earned her B.S. in Accounting from Saint Joseph’s University and a Master’s in Business Administration from the Fox School of Business and Management at Temple University.