Ann Marie, a CFA® Charterholder, is responsible for portfolio construction and implementation of investment policy for individuals, families, endowments, and foundations, with a primary focus on our Sustainable Investing practice. She seeks to align each client’s investment strategy with their financial planning objectives; taking into consideration time horizon; risk tolerance; income requirements; taxes; and other unique factors, such Environmental, Social, and Governance considerations.
She has more than 30 years of investment experience. Prior to joining FLP, Ann Marie was an Investment Strategist with Natixis Global Asset Management, where she focused on alternatives and Global ESG Equity. Prior to that she was a Portfolio Strategist with Boston Company Asset Management, where she was an integral part of the Global Equity team.