Meet Anna


Anna joined the team in 2013 as a member of the Service Team. She has worked in various roles, including Chief Compliance Officer, and is currently a Senior Client Service Associate interacting directly with clients and supporting Brent Pine.

Anna has worked in the financial services industry for more than 18 years. She holds Series 6, 7, 63 and 26 registrations, as well as Life, Variable Annuity, Health and Accident Licenses. She has considerable knowledge in many areas of wealth management, including specific knowledge in estate transfer.

Anna was born and raised in Milan, Italy. She moved to New York City with her family at age 11. She holds a Bachelor of Arts in Spanish and Italian with a minor in French from City University of New York, and a master’s of Comparative Literature, which she completed through a study abroad program at the University of Bologna.

Anna enjoys writing short stories, cooking and gardening. She is the proud mother of Christian and grandmother of Liliana. She can be found at home, cooking Italian cuisine with her husband, Michael, and playing with their Labrador Retriever.


Favorite holiday:


Place you’d most like to visit:

Greek Islands, Ireland and Scotland

Best piece of financial advice received:

From my father – spend less than you earn, and if you need to buy something on credit, you don’t need to buy it.

Favorite quote:

“You must be the change you wish to see in this world.” – Gandhi

Something on your bucket list:

See the Northern Lights, have a book published