Senior Client Analyst
As a Senior Client Analyst based in our Boston office, Anne focuses on retirement plan diagnostics, vendor search and analysis, quarterly performance reporting and a variety of other services for defined contribution clients. She joined Fiduciary Investment Advisors, LLC in 2016, which combined with DiMeo Schneider in 2020. Prior to joining the firm, Anne worked at Positive Retirement Outcomes, LLC, an independent retirement plan consulting firm, and has extensive experience in private banking and trust. Anne earned a BA from Bates College. She has passed Level I of the CFA Program. In her free time, Anne enjoys hiking, kayaking, canoeing, swimming, gardening, reading and learning.