Ann is a Senior Advisor at 1919 Investment Counsel, LLC in the Birmingham office. Ann’s primary responsibility is the continuing development and oversight of the client service delivery platform as well as ongoing relationship management for investment and family office clients.
Ann entered the Financial Services industry in banking in 1980 upon graduating from the University of Alabama with a B.S. in Accounting. She joined the investment management field in 1986 upon completion of her Masters in Business Administration from Harvard Business School. Ann joined 1919 Investment Counsel in 2015 and Sterne Agee Trust in 2011. Prior to joining Sterne Agee, Ann served in investment advisory and planning roles with an independent Registered Investment Advisor, a single family office as well as a multi family office.