Years of Industry Experience: 3
Years with CWB McLean & Partners: Joined in August 2019
Anna is a graduate of the Smith School of Business at Queen’s University. Prior to joining our Client Portfolio Management team, Anna held roles in corporate finance within the oil & gas industry before steadily building her professional experience in private wealth management.
Anna has a meticulous approach to portfolio management and is ingenious at providing exceptional client service. She has completed all three levels of the Chartered Financial Analyst designation.
Hobbies and Interests:
Spending time in the mountains and improving (in her own words) “very questionable” snowboarding skills.
Anna is the interim President of the Calgary Queen’s Alumni branch.