As the Marketing Coordinator, Anne maintains the educational material for new clients as well as promotional material for prospective clients and referral sources; coordinates the Investment Forums held twice yearly; and works closely with the Managing Directors and Directors on business development activity for the firm. She also manages the contact database and website.
Prior to joining Altair, Anne was a Senior Marketing Associate with CDC IXIS Asset Management in Boston, managing the marketing for the retirement services division. Prior to that, she was with Smith, Bucklin & Associates coordinating membership and meetings for non-profit associations.
Anne graduated from the University of Dayton with a degree in Marketing.