Anna manages all daily service and communications aspects for Shiman Partner’s clients. She and Joe meet daily to sync up on their plan of action to best execute their client’s short-term needs and long-term goals.
An MBA who relocated from Boston, Anna has over twelve years of experience in investment management client service and operations support at Cambridge Associates and BNY Mellon. She holds her Series 7 and 66 securities registrations as well as her insurance and annuities license.
Anna’s organization, attention to detail, industry experience and technology proficiency make her a stand out in the client service industry. Most importantly, her genuine desire to help is apparent the first time you speak with her. She lives in Canton with her husband and two children and when not at work, enjoys walking her two black labs, cheering her kids on in gymnastics and soccer, and planning her family’s next home improvement project.