Anna is responsible for leading educational programming at Altair in addition to providing customized consulting and facilitation services for client families.
Anna has more than 20 years of experience in the family wealth industry. Prior to joining Altair, she was the Managing Director for Content at the Family Office Exchange (FOX).
Anna 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 magazines, among other publications. Anna is a frequent presenter at family office, family business and wealth management conferences including forums for the Family Wealth Alliance, YPO and Tiger21.
In addition to her work at Altair, Anna serves as an independent special purpose director on the discretionary distribution committee for the private trust company of a multi-generational family in the Midwest. She is the faculty chair for the Health and Well-Being domain at the UHNW Institute and a member of the strategic growth committee for the Purposeful Planning Institute (PPI). She is also the chair of the board of directors for the YWCA Evanston-North Shore.
Anna received a bachelor’s degree from Guilford College and an MBA from Fordham University. She is a 21/64 certified facilitator and a certified mediator through the Chicago Center for Conflict Resolution.
