Client Service Specialist

Ann Kubalanza

Client Portfolio Team










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Investment Associate

Ann Kubalanza

Operations Team

As an Investment Associate, one day I’m working on trade settlement, the next I’m reconciling cash or leading a research project. Being an Operations leader means I touch all parts of the business; I can see where to add efficiencies or improve processes.

Operations is primarily about client service. And being aware of the littlest details. This moves client experiences from good to great.

I see this firm as my family. I’m from Chicago, and my family lives far away. Working here eases the loneliness of living away from the Midwest.

I am a huge sports fan. The Cubs and Blackhawks are my teams. Although, I’ve gotten into the Mariners, and it’s hard to beat Husky football on a crisp fall day on Montlake.

“It’s important that we make things as painless as possible for our clients. That’s the underlying purpose of my role.”


BBA in Finance
Magna Cum Laude
University of Washington Foster School of Business