Vice President of Investment Operations
Anna joined Magnus Financial Group in December 2020 as a Vice President of Investment Operations. Anna is responsible for handling client service and investment-related operations.
Prior to joining Magnus, Anna was a Senior Client Service Associate at Avestar Capital, where she was responsible for servicing client accounts, generating reports, trading and supporting advisors in daily tasks. Before joining Avestar, Anna worked at BBR Partners for over 5 years, where she held roles across Client Services and Wealth Advisory, servicing ultra-high-net worth clients. Prior to BBR Partners, she worked at Oppenheimer + Close, a dually registered broker dealer and investment adviser in New York, and Cambridge Associates in Arlington, Virginia.
Anna received her Bachelor of Business Administration in Finance with a minor in Economics, summa cum laude, from Queens College, CUNY. She is currently a CFA Level II candidate and previously maintained her Series 7, 66 and 55 licenses.
Anna currently resides in Queens, NY. She loves travelling and spending time with her friends and family.