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Anna joined Sage Mountain Advisors as a Senior Portfolio Manager in February 2022. Prior to joining the team, Anna was a Senior Client Transition Manager at SignatureFD.

She has over 10 years of experience in the financial services industry. She graduated from the University of North Carolina at Chapel Hill in 2012 with a degree in Business Administration, and is a CFA® charterholder.

Anna lives in Atlanta with her husband and two dogs.