Anne’s genuine and personable nature shines through when helping clients and colleagues dig into complex accounting topics. She leads teams with thoughtfulness and appreciation for every individual’s talents, and truly enjoys working with clients to learn their business and help them alleviate challenges through financial reporting and accounting best practices.
Beginning her public accounting career in 2016, Anne’s background includes working at a global accounting firm and in the accounting and operations department for an SEC registered investment adviser. She services investment advisers of hedge funds, private equity funds and various alternative hybrid vehicles across a variety of strategies, including long-short funds, funds specializing in credit, structured products, event-driven special situation opportunities and pass-through investments. Anne has worked with funds in all stages of life, from start-ups to mature institutional investment companies.
As a resident of Stamford, Connecticut, after growing up in Texas and then living in Manhattan for several years, Anne enjoys the suburb-city blended lifestyle. She loves spending time with family and friends, outdoor activities, and exploring culture and cuisines through cooking, dining out, taking in the arts and travelling. Destinations closest to her heart include Copenhagen, Portugal, Spain, the Netherlands and her parents’ home country of Taiwan.