Ann-Marie Hanley

Vice President, Senior Portfolio Manager at Cambridge Trust

Ann-Marie Hanley, CFA has a strong background in portfolio management and investments. Ann-Marie is currently serving as the Vice President and Senior Portfolio Manager at Cambridge Trust Company. Prior to this, they worked as the Chief Investment Officer at Armstrong Advisory Group, where they managed over $1 billion in assets under management and led the investment committee. Ann-Marie also has experience as a Business Manager at Chiccarelli Real Estate/Anna Realty Corporations, where they provided consultation on budget analysis and streamlining operations. Earlier in their career, they held various roles at Pioneer Investments, including Vice President and Associate Portfolio Manager, Vice President and Analyst, and Assistant to Director of Research/Research Assistant/Junior Analyst. Ann-Marie has also worked as an Operations Analyst, Performance Measurement Consultant, and Mutual Fund Accountant at The Boston Company Asset Management. Overall, Ann-Marie Hanley has extensive experience in portfolio management, fundamental analysis, and investment research.

Ann-Marie Hanley, CFA holds a Bachelor's Degree in Finance/Entrepreneurial Studies from Babson College. Ann-Marie later pursued a Master of Business Administration (M.B.A.) with a focus on Financial Services at the Questrom School of Business, Boston University. Ann-Marie also attended Lexington Christian Academy for their secondary education. In addition, they hold certifications such as the Chartered Financial Analyst (CFA) from the CFA Institute, as well as the Series 63 and Series 7 certifications from FINRA (Financial Industry Regulatory Authority). The specific years of obtaining these certifications have not been provided.

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Timeline

  • Vice President, Senior Portfolio Manager

    August, 2022 - present