Annie serves as an advisor associate in our New York City office, supporting the advisor team in managing client relationships and completing daily incoming tasks and client requests.

Annie was previously an Equity Specialist intern for Hantz Financial Services, where she gained foundational knowledge of the financial planning industry by helping manage money movements and tracking client assets. During her time as a student at University of Michigan, she worked as a Research Assistant studying the investments of Corporate Venture Capitalists and also as External Recruitment Chair for Pi Beta Phi Fraternity for Women.

Originally from Ann Arbor, MI, Annie now lives in New York City and likes to spend her time outside the office going for walks around NYC, exploring new places to eat, and playing with her pets.

Previous Experience

  • Equity Specialist Intern at Hantz Financial Services

Education & Credentials

  • BA, University of Michigan, Economics, minor in Mathematics