As the Director of Communications, Anna is responsible for leading the communication and client education initiatives of the firm.
Anna has more than 20 years’ experience in research, content development and educational programming in the family wealth industry. She is responsible for the development of Altair’s client programming in addition to providing customized education and facilitation services for client families.
Prior to joining Altair, she was the Managing Director for Content at Family Office Exchange (FOX), a membership organization for ultra-high net worth families and their advisors. Anna has authored multiple studies, articles and whitepapers and is a well-known writer and speaker on a wide range of generational wealth issues. Her work has been published in the Journal of Trusts and Estates, Private Wealth Management, and Family Business magazine among other publications.
Previous to her work at FOX, Anna held management positions with the New York City Bar Association, and the YWCA of New York City. Anna came to Chicago as a consultant for the real property probate and trust section of the American Bar Association.
Anna is on the board of directors for the YWCA Evanston-North Shore. She is a member of the executive committee for the Midwest Chapter of the Family Firm Institute (FFI) and is a 21/64 certified facilitator.
Anna lives in Evanston, IL with her husband and two children.
- Director of Communications
- Altair Advisers LLC
- Communicating About Wealth | Engaging the Next Generation | Family Dynamics | Family Philanthropy | Financial Literacy | Wealth Management
- Managing Family Dynamics | Talking About Money | Managing Family Dynamics and Talking About Money Combined Training | Art of Facilitation