Anne is a Partner and Lead Advisor at Columbia Pacific Wealth Management. She focuses on building client relationships and advising families, endowments, and foundations on financial planning and investment management. Anne has more than 15 years of experience working in the financial sector. Prior to joining Columbia Pacific Wealth Management in 2014, she managed investment portfolios at the JPMorgan Private Bank in Seattle. Anne began her career at Citigroup in New York City, initially working as an Analyst within Debt Capital Markets. She also spent two years at Citigroup Alternative Investments as a Product Specialist for a Fixed Income Hedge Fund.
Anne grew up in Seattle and lived on the East Coast for 11 years. She graduated with a BA in Economics & Government from Dartmouth College and received her MBA from the University of Michigan. In her free time, Anne enjoys being with her husband and two young sons, and spending time in the San Juan Islands and Coeur d’Alene. She is a Board Member for the Burke Museum.
“Aim for the moon, if you miss, you may hit a star.”