Anna has over 15 years of experience in the investment management industry. Prior to joining Lyell Wealth Management, Anna was a Wealth Manager and Vice President at BNY Mellon Wealth Management. Anna joined BNY in 2016 when it acquired Atherton Lane Advisers, where she was a Portfolio Manager for 9 years. Prior to Atherton Lane, Anna was a Trust Officer at First Hawaiian Bank. Anna holds a BBA in Finance and Marketing from the University of Hawaii, where she graduated summa cum laude. Anna is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Society of San Francisco. Anna and her husband, Franklin, live in Los Gatos with their young daughter. In her spare time she