Anne D. Haynes
Senior Advisor Associate
As a Senior Advisor Associate based in our Boston office, Anne focuses on retirement plan diagnostics, vendor search and analysis, quarterly performance reporting and a variety of other services for defined contribution clients. She joined the firm in 2016. Prior to joining the firm, Anne worked at Positive Retirement Outcomes, LLC, an independent retirement plan consulting firm, and has extensive experience in private banking and trust. Anne earned a BA from Bates College. She has passed Level I of the CFA Program.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
