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Anna Case, Cfp® Email & Phone Number

Client Portfolio Manager at Founders Capital Management, LLC at Founders Capital Management, LLC
Location: Hartford, Connecticut, United States 4 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Founders Capital Management, LLC
Role
Client Portfolio Manager at Founders Capital Management, LLC
Location
Hartford, Connecticut, United States

Who is Anna Case, Cfp®? Overview

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Quick answer

Anna Case, Cfp® is listed as Client Portfolio Manager at Founders Capital Management, LLC at Founders Capital Management, LLC, based in Hartford, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Anna Case, Cfp®.

Anna Case, Cfp® previously worked as Portfolio Manager at Founders Capital Management, Llc and Business Management Associate at Morgan Stanley. Anna Case, Cfp® holds Bachelor'S Degree, Economics from Colgate University.

Profile bio

About Anna Case, Cfp®

Anna Case, Cfp® is a Client Portfolio Manager at Founders Capital Management, LLC at Founders Capital Management, LLC.

Current workplace

Anna Case, Cfp®'s current company

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Founders Capital Management, LLC
Founders Capital Management, Llc
Client Portfolio Manager at Founders Capital Management, LLC
4 roles

Anna Case, Cfp® work experience

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Portfolio Manager

Current
Founders Capital Management, Llc
Feb 2022 - Present

Investment Banking Analyst, Leveraged Finance And Debt Capital Markets

Jul 2019 - Oct 2020

Investment Banking Summer Analyst

Greater New York City Area

Jun 2018 - Aug 2018
1 education record

Anna Case, Cfp® education

FAQ

Frequently asked questions about Anna Case, Cfp®

Quick answers generated from the profile data available on this page.

What company does Anna Case, Cfp® work for?

Anna Case, Cfp® works for Founders Capital Management, LLC.

What is Anna Case, Cfp®'s role at Founders Capital Management, LLC?

Anna Case, Cfp® is listed as Client Portfolio Manager at Founders Capital Management, LLC at Founders Capital Management, LLC.

Where is Anna Case, Cfp® based?

Anna Case, Cfp® is based in Hartford, Connecticut, United States while working with Founders Capital Management, LLC.

What companies has Anna Case, Cfp® worked for?

Anna Case, Cfp® has worked for Founders Capital Management, Llc, Morgan Stanley, and Macquarie Group.

How can I contact Anna Case, Cfp®?

You can use AeroLeads to view verified contact signals for Anna Case, Cfp® at Founders Capital Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Anna Case, Cfp® attend?

Anna Case, Cfp® holds Bachelor'S Degree, Economics from Colgate University.

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