Portfolio Manager
Current
Founders Capital Management, Llc
Feb 2022 - Present
AeroLeads people directory · profile
Anna Case, Cfp® Email & Phone Number
Client Portfolio Manager at Founders Capital Management, LLC
at
Founders Capital Management, LLC
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
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
Company context helps verify the profile and gives searchers a useful next step.
Founders Capital Management, Llc
4 roles
Anna Case, Cfp® work experience
A career timeline built from the work history available for this profile.
Business Management Associate
Oct 2020 - Feb 2022
Investment Banking Analyst, Leveraged Finance And Debt Capital Markets
Jul 2019 - Oct 2020
Investment Banking Summer Analyst
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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