Anna Formicola

Principal and Head of Administration

“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 management industry. She has worked at BTR since its inception in 1989 and became a principal in 1997. Anna manages the firm’s client service administration function and is responsible for client billing, accounts payable, and accounts receivable. She prepares all financial reporting for the firm, manages Human Resources, and administers benefits, payroll, and company policies. Anna is the ‘go-to” person for clients with “how to” administrative questions. If you ask BTR’s portfolio managers, she runs the place.

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 rules compliance.

Anna enjoys literature and camping with her husband and young 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.