Anne Perpich possesses a strong foundation in economics and mathematics, having earned a degree from the University of Michigan College of Literature, Science, and the Arts from 2017 to 2021. Professional experience includes roles as an Analyst in Talent at Vista Equity Partners and as an Associate in Client Services at AlphaSights. Additionally, Anne has served as an Advisor Associate and completed a Wealth Management Internship at Wealthspire Advisors, along with participating in an externship with the Financial Planning Association (FPA).