Managing Director of Wealth Management and Financial Planning
Location: Parsippany, NJ
Anna Perasso is managing director of wealth management and financial planning at Wealthspring. She brings more than 15 years of finance experience and knowledge to this role.
Anna started her career as an international private banker and client advisor for top-tier firms and privately held financial companies managing portfolios for high-net-worth and ultra-high-net-worth LATAM clients, with a focus on wealth and estate planning. In these roles, Anna worked closely with her business partners in identifying the right investment vehicles for her clients often involving highly sophisticated transactions.
Anna also spent many years as a wealth management advisor, in which she ran a successful practice specializing in wealth and estate planning for U.S.-based clients. Her diverse background and training enabled her to help solve her clients’ complex financial needs with a focus on customized financial planning.
She also helped lead the technology transformation of the planning platform for a global bank as part of a pilot program, while working closely with a team of senior advisors and branch network in the New York region to drive revenue. She provided coaching on the consultative sales process, practice management and product knowledge, as well as helped her team of advisors in identifying opportunities within all the disciplines of financial planning.
Anna recently served as regional director of enterprise growth for the Northeast at Avantax®, where she worked closely with independent tax wealth management professionals on all aspects of their business growth needs alongside her team of specialists and partners. During this time, she helped tax professionals utilize a tax-smart, holistic approach in addressing their clients’ wealth management needs.
Prior to embarking on a career in financial services, Anna also held various positions in the public and private sector working in consulting and leadership capacities.
Anna holds a master’s degree from Columbia University in advanced management and finance, and a bachelor's degree in political science from Queens College.
In her spare time, she enjoys spending time with her son, friends and family. She also enjoys running, hiking, culinary arts and international travel.
FINRA Series 6, 7, 66, 63; Life, Accident and Health Insurance