Anna has twelve years of experience in the investment management industry. Prior to joining Lyell, she was a Vice President and Wealth Manager at BNY Mellon. Anna joined BNY in 2016 when it acquired Atherton Lane Advisers, where she was a Portfolio Manager. Anna joined Atherton Lane in 2007. Prior to Atherton Lane, Anna was a Trust Officer at First Hawaiian Bank.
She holds a B.B.A. in Finance and Marketing from the University of Hawaii, where she graduated summa cum laude.
Anna is a Chartered Financial Analyst (CFA) Charterholder and member of the CFA Society of San Francisco.
Anna lives in San Jose and is engaged to be married. In her spare time she enjoys hiking and being in the outdoors, preferably near the water.