CAIA Member since 2013
Anna oversees investment research at Alpha Capital Management. She is responsible for sourcing and conducting due diligence on new investment opportunities as well as maintaining research coverage on current investments. Prior to joining Alpha Capital Management, Anna was an associate with Mercer Investments from 2010 to 2012 where she partnered with senior consultants to provide a full range of investment consulting services to institutional clients. She began her career as an investment consultant at Rogerscasey, where she worked from 2007 to 2010 and focused on corporate, not-for-profit, higher education, and endowment clients.
Anna holds a BA in Economics from Princeton University. She is a CAIA charterholder and a member of the CAIA Association. She is also a CFA charterholder and is a member of the CFA Institute as well as the Atlanta Society of Finance and Investment Professionals. Additionally, she is a member of the Atlanta Women in Alternatives organization.
In her free time, Anna takes a German class at the Goethe-Zentrum Atlanta. She has served on the board of the Princeton Club of Georgia since 2010 and is currently the events chair. She also restored a classic Mustang and hopes to get it running again soon.