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.
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