Anne joined Congress Asset in 2015. She is the head of sales and client management and a member of the firm’s Management Committee.

She has over 30 years of executive leadership experience with a focus on creating and implementing growth strategies for financial services organizations. She previously held senior leadership positions at State Street Corporation, Fidelity Investments, and Dwight Asset Management.

Anne is currently the chair of the Board of Governors of the Money Management Institute and a member of the Board’s Executive Committee. She is also a member of the Sales and Marketing Committee of the Investment Company Institute. Finally, she is a member of the Board of Advisors at Newton-Wellesley Hospital and is the co-chair of their Maternity Services Collaborative. In her free time, she enjoys biking and skiing with her family.