MainStreet Advisors
Anne is a Senior Portfolio Manager for MainStreet Advisors. In this role, she is responsible for managing client relationships, which includes portfolio management and analysis. She is a member of the investment committee and manages the firm’s Socially Responsible Investing portfolio. Additionally, Anne is frequently invited to share her investment knowledge as a speaker at conferences and client events. Prior to joining MainStreet Advisors, Anne was a Director at Fiduciary Management Associates, a Chicago-based investment management firm, where she was involved in the research and analysis of large cap publicly traded companies. Anne received her Bachelor of Science degree in Marketing from Marquette University, and her MBA in Finance and Strategic Management from the University of Illinois at Chicago. In addition, Anne holds the Chartered Financial Analyst® (CFA) designation, and is a member of both the CFA Institute and the CFA Society Chicago.
