Marketing And Human Resources
CurrentAltair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives.Currently Anne assists the Human Resources department with interviews and on-boarding. She works with the client service team on family office administration and acts as the administrative assistant to the CEO. Previously, Anne was the Marketing Coordinator where she maintained the educational material for new clients as well as promotional material for prospective clients and referral sources; coordinated the Investment Forums held twice yearly; and worked closely with the Managing Directors and Directors on business development activity for the firm. She also managed the contact database and website.
