Anne Averill, CFA®

Anne Averill, CFA®

Chief Investment Officer

Anne Averill is the Chief Investment Officer of AWM Capital 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. Prior to AWM Capital Anne worked 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.