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Financial and Business Development

About

The Financial and Business Development team at Anchor Capital Advisors is responsible for strategically managing the firm's financial health, developing new business opportunities, and maintaining strong client relationships. Key activities include financial planning and analysis, sales administration, client servicing, investment analysis, business strategy formulation, and fostering technological advancements to support these functions. This team plays a crucial role in ensuring the firm's growth, stability, and exceptional client service.