As Administrative Assistant, Ann assists Jeffrey S. Naylor, Executive Vice President, Chief Financial Officer and Chief Compliance Officer of the firm. She provides support to Jeff, as well as the other Portfolio Managers, with client communications, client presentations and client scheduling. 

Ann joined the firm in August 2003. Prior to that, she worked at a Federal Savings Bank as a Branch Manager. Ann holds a Bachelor of Arts degree in English from the University of Rhode Island. Ann is a Financial Paraplanner Qualified Professional™ designee and is a Commissioned Notary Public.