Ann Romano

Ann Romano is a Wealth and Investment Manager at Ellevest based in San Jose, CA, where she oversees portfolio management and provides tailored investment solutions for clients. In her role, she focuses on designing diversified investment portfolios that reflect each client's financial goals, with a particular emphasis on equities, fixed income, and ESG-focused strategies, aligning with Ellevest's mission to advance women's financial outcomes.

Previously, Ann gained valuable experience as a Financial Advisor and Wealth Management Advisor at Morgan Stanley, where she specialized in high-net-worth client advisory and financial planning. Her expertise spans personal wealth management, asset allocation, retirement planning, and risk management, supporting a client base that includes individuals, families, and entrepreneurs.

Ann holds a degree in Accounting & Information Systems from Villanova University and further strengthened her analytical background with studies in International Politics at The London School of Economics. Her commitment to financial empowerment and inclusive investing has positioned her as a rising professional in wealth management, recognized for integrating innovative investment strategies and client-centric advisory services.