Anselm works closely with Ashlee to provide operational support for Optivest’s clients. He maintains the investment operations system on a day-to-day basis, and works to provide more efficient solutions for our clients. He also assists the Director of Portfolio Management in researching various investment opportunities.
Anselm is constantly looking for opportunities to learn and grow his expertise in the investment management industry. He is a CFA® Level III candidate and is working hard to earn the CFA® designation to better serve our clients. Having obtained a Bachelor’s Degree from the University of California, San Diego as well as studying business and finance abroad in the Netherlands, Anselm brings his knowledge about the financial industry to Optivest.