Anne P. Averill
Anne Averill is the Chief Investment Officer of Penniall & Associates, Inc. and is a Chartered Financial Analyst (CFA®). Anne is the Chairperson of our investment committee and her primary responsibility is investment research and performance analysis for client portfolios. Additionally, she oversees the Trading & Billing Department and assists with the monitoring of investment options for the retirement services division. Anne joined Penniall & Associates in August 2010 after working for Marriott International in their Corporate Finance & Accounting department for 2 years. Anne graduated from the University of San Diego in 2008 with a bachelor's degree in Business Administration & Marketing.
Chartered Financial Analyst ® is a trademark owned by CFA Institute.