Ann has over 25 years of professional experience in the financial services industry.
Ann is the author of several investment industry articles, and a regular contributor to investment industry journals, most recently authoring a series of interviews with thought leaders in the investment industry.
Ann is an Editorial Board Member of Practical Compliance & Risk Management and is a sought-after and engaging speaker on a wide variety of topics.
Ann is a member of the Business Law Section of the American Bar Association, 100 Women in Finance, and the Society of Corporate Compliance and Ethics.
Ann founded ReGroup in 2002 as an interdisciplinary consultancy dedicated to providing strategic and tactical guidance to investment advisers, boards of directors, hedge funds and private equity firms regarding all areas of business management.
Formerly, she was the Managing Director, General Counsel and Chief Compliance Officer for San Francisco-based Montgomery Asset Management.
Prior thereto, she was a partner in the investment services practice group of the Chicago-based law firm, Vedder Price, where she represented a wide range of mutual funds, investment advisers, independent fund directors and broker/dealers. Formerly, Ann served as in-house counsel to Strong Capital Management and Kemper Financial Services.
Ann earned a BA from Trinity University in San Antonio, TX and a JD from the University of Iowa, College of Law.