Ann Lucchesi, CFP®, CEP

Ann Lucchesi, CFP®, CEP, is an accomplished professional with a strong background in finance and wealth management.

Ann holds an MBA in Finance from the prestigious University of California, Berkeley, Haas School of Business, and a BA and BS in International Business and Finance from Oregon State University.

Throughout her career, Ann has held key positions in various organizations, including Managing Director at SVB Private, Partner, Certified Equity Professional at Corporate Equity Services, and Wealth Advisor at Parallel Advisors, LLC.

Ann also served as Managing Director and Wealth Advisor CFP®, CEP at SVB Wealth Advisory, Inc., an affiliate of Silicon Valley Bank, demonstrating her expertise in financial advisory services.

Her experience extends to the role of Sr. Product Manager for SVB Analytics at SVB Wealth Advisory, Inc., highlighting her proficiency in product management and analytics.

Furthermore, Ann has a history of entrepreneurship, having been the Owner of Equity Admin Services, LLC, and working as an Equity Administration Consultant at Core-Mark International.

She also gained valuable experience as a VP at RBC Capital Markets, showcasing her versatility in different financial environments.