- BBA degree in Finance and Marketing from the University of Wisconsin-Madison
- Masters Degree in Finance and Marketing from Northwestern University’s Kellogg graduate School of Management
Senior Vice President, Ann's primary focus has been advising multi-generational families with their complex issues.
Her particular expertise is in the area of wealth transition. She began her career with Northern Trust in Chicago in 1984 and returned to the company in Cleveland in 2011 as a Senior Investment Officer.
Ann is currently serving on the Board of Saint Lukes Foundation.