Anna Formicola

Principal and Director of Client Services

“I believe our dedication to teamwork enables us consistently to provide diligent, prompt, and thorough service to our clients.”

  • Northwestern Michigan College

Anna has more than 30 years of experience in the investment advisory industry.  She helped launch BTR in 1989 and became a principal in 1997.  Anna serves as BTR’s Director of Client Services.

The key things to Anna’s success is her follow up with clients, accuracy, attention to detail, and her indelible memory. Her ability to shift focus quickly for our clients’ various requests translates to her getting the job done with accuracy and efficiency. In addition, Anna works closely with our clients and their estate planning attorneys and CPAs.  Anna’s has considerable expertise in walking our client’s heirs through all the post death documentation, transfers, and decisions.

Anna co-founded the Bay Area Investment Management Administrators Roundtable, which serves as a forum for addressing investment advisory firm client service needs and SEC compliance.

Anna enjoys literature and camping with her husband and son in the redwood forests of Northern California. Anna also summer vacations with her family on the Great Lakes of Michigan, where she was raised.