Anna has over 15 years of experience in the investment management industry. Prior to joining Lyell Wealth Management, Anna was a Wealth Manager and Vice President at BNY Mellon Wealth Management. Anna joined BNY in 2016 when it acquired Atherton Lane Advisers, where she was a Portfolio Manager for 9 years. Prior to Atherton Lane, Anna was a Trust Officer at First Hawaiian Bank.
Anna holds a BBA in Finance and Marketing from the University of Hawaii, where she graduated summa cum laude. Anna is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Society of San Francisco.
Anna and her husband, Franklin, live in Los Gatos with their young daughter. In her spare time she enjoys hiking and being in the outdoors, preferably near the water.
OUR TEAM
We work collaboratively to leverage the team’s proficiency in investments, tax, and planning so that our clients achieve their goals.
