Anna Marie is a member of the Capital Formation Team. She is responsible for client origination, due diligence and market preparation.
Prior to joining Aviditi, Anna Marie was a member of the Private Funds Advisory team at Moelis & Company, where she was responsible for leading transaction management and advisory responsibilities, and also involved in the origination and diligence of new business opportunities. Prior to that, Anna Marie worked as an institutional investment consultant in the Manager Research department at Summit Strategies Group. In this role, she focused on research and diligence of alternative investment products primarily within private equity, private credit, and venture capital for Summit’s institutional clients.
Anna Marie received her Bachelor of Science in Business Administration in Finance and International Business from the University of Missouri-St. Louis. She is a CAIA charter holder. She also serves as a Board member for Women's Association of Venture & Equity.