As Vice President, Client Service, Anne is responsible for ensuring comprehensive client care, meticulous account management, and smooth operational oversight. She works diligently to harmonize clients’ financial needs, providing proactive support and tailored solutions.
Before joining NewEdge Wealth, Anne served as Operations Manager at Pallas Capital Advisors, bringing extensive experience in financial services, operations, and human resources. She holds a Bachelor of Arts in Physical Anthropology from the University of California at Santa Barbara.
Anne lives in Durham, NH, with her family. In her free time, she enjoys hiking, skiing, and spending time at the beach.