Ann Marie brings over 10 years of experience in financial services, with specific expertise in asset allocation, financial stocks, investment strategy, portfolio management, mutual funds, ETFs, MLPs and REITs. Ann Marie’s experience enables her to contribute as an investment professional focused on either offshore or US markets. Her colleagues and clients describe her as analytical, creative, personable and efficient. Ann Marie is bilingual in Spanish, a CFP and a CFA charter holder. She also is a contributor to ValueWalk
since April 2013. Ann Marie is a pen name.