Anna Curtiss, IACCP®

As Chief Compliance Officer and Chief Operations Officer, I have the privilege of harmonizing our firm’s operational excellence with the integrity of our compliance culture. Holding the Investment Adviser Certified Compliance Professional® (IACCP®) designation, my work is about more than just rules and workflows; it’s about creating a seamless, transparent environment where our team can thrive and our clients feel truly protected.

I believe that the best operational strategies are built on a foundation of trust and a steadfast commitment to the fiduciary standard. My focus is on refining the small details that make a big difference and streamlining how we work so we can spend more time focusing on what matters most: our clients. By blending a supportive leadership style with a rigorous professional framework, I strive to uphold the highest standards of excellence with heart and integrity.

Beyond the office, you'll find me exploring the great outdoors with my family, spending time with loved ones, or learning something new in the pages of a good book; seeking inspiration for both personal growth and the continued evolution of our firm’s culture of compliance.