Anna Sears, CFA®


Anna C. Sears is an investment specialist for the firm, providing expert investment advice and analysis for both clients and client teams. Anna transitioned to this role in 2017 after spending seven years as a client advisor helping families develop and implement cash flow, investment, tax, and estate planning strategies. Additionally, Anna is a member of the firm’s Investment Committee and leads the firm’s values-aligned investing initiative.

Prior to joining the firm in 2010, Anna was a financial analyst for The Boeing Company and Edward Jones. Anna graduated magna cum laude from the University of Southern California with a Bachelor of Science in Business Administration. She also earned an MBA from Washington University, graduating as a Charles F. Knight Scholar. She is a CFA® Charterholder.

Anna loves to travel with her husband and tries to visit at least one new country every year. Her two young children have begun to share in the adventures. At home, she enjoys playing with her kids and dogs, cooking, reading, and hiking.