Anna Bertman

Anna Bertman is Principal at ArchBridge Family Office in St. Louis, MO, where she serves as a "personal CFO" for nine multi-generational families, overseeing all aspects of their family office needs, including asset management and strategic planning. Her focus includes investment management, trust administration, and the design and execution of charitable giving programs, leveraging her deep expertise in managing complex, multi-asset family portfolios. Bertman’s work at ArchBridge spans public and private investments, philanthropy strategy, and holistic wealth management for ultra-high-net-worth clients.

Previously, Anna held roles as Manager at St. Louis Trust & Family Office, and prior to that, was a Client Service Associate at The St. Louis Trust Company, demonstrating a strong progression in family office services over more than a decade. Her career has been marked by leadership in client relations, multi-asset portfolio oversight, and the implementation of tailored financial solutions for prominent families.

Anna holds the Chartered Advisor in Philanthropy (CAP®) designation from The American College of Financial Services, as well as a BA from the University of Michigan. Her recognized expertise in philanthropy, trust administration, and family wealth dynamics positions her as a trusted advisor and thought leader within the family office sector, with notable contributions in crafting best practices for multi-generational stewardship and charitable initiatives.