Ann Marie Foss, CFA, CFP^®

Ann Marie Foss, CFA, CFP^®, Managing Director, joined the firm in 2000. Ann Marie is a Portfolio Manager for the Fraenkel Group. Previously, she spent six years as a portfolio manager at Delta Capital Management, LLC, which was acquired by Neuberger Berman in 2000. Ann Marie began her career as a Research Assistant at Neuberger Berman. She received a BA in Economics from Wellesley College. Ann Marie has been awarded the Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner.