Pension & Wealth Management Advisors
Anna Nicastro is a financial advisor at Pension & Wealth Management Advisors.
Anna has over 20 years of investment management experience working with wealth management and institutional clients. Anna began her career as an assistant portfolio manager, working on equity strategies. She later worked at BankBoston in the Global Asset Management Group as a senior relationship manager, working with institutions and pension funds. Prior to joining Pension and Wealth Management, Anna worked with individuals and families in all phases of the financial planning process. Anna is a Certified Financial Planner.
Anna holds a B.S. in Economics and Finance from Bentley University and received her Financial Planning Certification from New York University.
Anna spends her free time with her family and volunteering in her community. She practices yoga, hiking and enjoys cooking.
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Pension & Wealth Management Advisors
Pension & Wealth Management Advisors is a full-service wealth management advisory firm that has been serving clients for over thirty-five years. They provide the broadest investment opportunity set for their clients, select investment managers based on proprietary research and experience, and build optimized portfolios to achieve objectives. They manage the portfolios based on global themes and prudent risk management.