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Anne Averill, CFA®
Senior Investment Analyst
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Chartered Financial Analyst
“Judge a man by his questions rather than by his answers.”
– Voltaire
What are two interesting facts about you?
What is something people in the financial world have to deal with that you want to fix?
What do you do at Bridge?
I work on the investment side of our business, specifically on special projects and supporting the CIO.
What are your credentials/past experience, for working in your position?
I worked in the Finance & Accounting department at Marriott International after graduating from the University of San Diego coming on board here in 2010. I served as the Chief Investment Officer from 2015 – 2018.
What’s your Archetype?
Defender Personality, ISFJ-A
What do you like about working at Bridge?
I love working at a place where ideas get implemented into action, where systems and processes are constantly being challenged and improved, and where the efforts we make on the investment management side directly impact the lives of our clients.
What’s your background?
What are the Bridge Advisory Core Values that drive you?
Your top three favorite Podcasts/Books?
Armchair Expert with Dax Shepard, The Gifts of Imperfection by Brene Brown and the Bible
What do you enjoy doing when you are not working?
Practicing yoga and Pilates (Lagree method, anyone??), hanging with my husband and 2 kids, and connecting with other family and friends.