Anne helps clients invest in alignment with their goals and values, integrating thoughtful financial planning. She excels at supporting those in career or personal transition.
Anne brings over twenty years of institutional investment experience to Perigon Wealth Management, in her dual role as investment strategist and financial advisor. Anne was lead portfolio manager of passive equity strategies and socially responsible equity investing at TIAA-CREF, where she also led the index team. Anne expanded her expertise to include financial advising during her years at Morgan Stanley and Uplift Investing, making responsible investing more accessible and better understood. Anne also contributed to a women-led data analytics firm focused on helping major financial organizations better understand their clients.
Anne is a CFAⓇ charterholder and a member of the CFA Society of San Francisco. She earned her Bachelor of Arts in Economics and French from Middlebury College and her MBA from Georgetown University.
Anne loves the outdoors, particularly being in the water in Marin or on the East Coast, and spending as much time as possible with her crazy cats and 20-something sons, not necessarily in that order.