Anna Diaz-Schultz, CFP®️, CPWA®️, CEPA, is a Partner and Wealth Advisor at Corient, a position they have held since 2018. They began their career as a Bank Associate at Bank of America from 1997 to 2001, later advancing to various roles including Assistant Vice President at the Private Bank of Bank of America and Vice President at U.S. Trust. From 2002 to 2012, Anna served as a Private Client Advisor at U.S. Trust before rising to the role of Senior Vice President, which they held until 2018. Anna has also pursued further education at The University of Chicago Booth School of Business from 2019 to 2020.
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