ABOUT VERUS

Anne Westreich

Leadership

Ms. Anne Westreich, CFA

Ms. Anne Westreich, CFA

Managing Director | Senior Consultant

Ms. Westreich joined Verus in 2006. She currently provides a broad range of investment consulting services to clients to assist them in reaching their long‐term investment goals. In addition, she is a shareholder of the firm and a member of the investment committee.

Ms. Westreich was previously a portfolio manager/analyst at Provident Investment Counsel and an analyst at Hughes Investment Management Company. Her 23 years of institutional investment management experience, analytical skill, and deep knowledge of financial markets are instrumental in helping clients meet the difficult challenges of developing and implementing an effective investment policy. Her background as a plan sponsor provides a level of understanding into her clients’ needs, while her portfolio management experience adds a unique perspective when analyzing investment managers.

Ms. Westreich received her bachelor of science (BS) in finance from California State University Fullerton. In addition, she is a CFA charter holder (Chartered Financial Analyst) since 1995.