Anna Macias

Anna Macias, CIM, CFP

Independent Wealth Management, Associate Investment Advisor

Anna Macias is an Associate Advisor at IP Strategies and is responsible for the successful implementation and management of the client’s investment strategies within the Independent Private Family Office.

Anna has focused her career on serving the wealth management needs of high net worth clients, their families and businesses. Anna is responsible for building and developing key private client accounts. Prior to joining IP Strategies she has held specialized roles in the areas of team coordinator and account management. Her aptitude and training for research with regard to the fundamental analysis of stocks, and technical analysis of market trends are a strong component in the formulation of the team’s investment strategies.

Anna is a graduate of Business Administration with a focus on Finance. Anna holds the Canadian Investment Manager (CIM) designation, and is a Certified Financial Planner (CFP). Constantly adding to her knowledge base and the expertise she can provide clients, Anna is currently working on her Certification for Divorce Financial Analyst.

In her spare time, Anna is a devoted soccer mom. She is fluent in English, Spanish and Italian.

About our Family Office.