Anne Petty

Anne received a BA from the University of Michigan. She is a CERTIFIED FINANCIAL PLANNERâ„¢ practitioner.

Prior to joining BRF in 2015, Anne worked at two independent, fee-only RIAs in Chicago where she provided comprehensive holistic financial planning services to a wide range of clients. She began her career as a financial advisor with A.G. Edwards in Atlanta. Previously, Anne worked in non-profit development at the Frank Lloyd Wright Trust in Oak Park, Illinois.

Committee Service

  • Private Equity and Credit Committee
  • Public Markets Committee
  • Knowledge Management Committee