Anna Waldron, CFA, is an experienced finance professional currently serving as an Associate Wealth Advisor at Corient since July 2023. Prior roles include Assistant Vice President at KORE Private Wealth, Financial Associate at ICONIQ Capital, and Senior Investment Associate at Cambridge Associates, among others. Waldron has extensive expertise in portfolio management, risk analysis, and financial modeling, with a notable background in handling high-net-worth client portfolios exceeding $1.1 billion in assets under management. A graduate of the University of Southern California's Marshall School of Business with a Bachelor of Business Administration, Waldron's experience spans various financial sectors, including commercial banking with J.P. Morgan.
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