Ann joined Unitus Capital in 2008 and has over 25 years of experience in the financial services industry. Previously, she served as COO of Global Corporate and Investment Banking at Bank of America Securities, and was an Executive Vice President at NASD (now FINRA) where she launched a strategic initiative to support brokerage firm regulatory compliance. Ann began her career as an investment banker at Morgan Stanley, where she worked for 18 years, rising to Managing Director. From 1994 to 1997, Ann was based in Hong Kong and Beijing where her clients included the People’s Republic of China, as well as leading corporations throughout Asia, non-Japan. Upon her return from Asia, Ann worked on the Morgan Stanley/Dean Witter merger transition team and subsequently joined Morgan Stanley’s Fixed Income Division as Head of Global High Yield Corporate Research.
Ann has an MS degree in Management from the MIT Sloan School and a BA degree from Wellesley College.
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