Ana is a key member of Highland Investment Advisors, specializing in portfolio analysis, trading, research, and operations. She ensures client portfolios remain aligned with their financial goals through proactive rebalancing and a strong focus on tax efficiency. Ana works closely with advisors to support informed investment decisions and optimize portfolio management strategies.
With a background in finance, Ana brings analytical skill set to her role. She has a strong foundation in data analysis, trading, and operational efficiency, allowing her to navigate complex investment scenarios.
Ana collaborates with Allison on operations and works directly with Highland’s leadership to refine and implement the firm’s broader investment strategy.
Ana earned her Bachelor of Business Administration in Finance from Holy Family University, where she was also a collegiate tennis player. She expanded her education through the Applied Data Science Program through the MIT Professional Education program.
Ana is fluent in Russian and Ukrainian
Ана свободно говорит на русском и украинском языках.
Ана вільно володіє російською та українською мовами.