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Anne Durkin
Senior Portfolio Manager at Mainstreet Investment Advisors LLC
About
Anne T. Durkin, CFA, serves as Senior Portfolio Manager at MainStreet Investment Advisors LLC in Chicago, where she leads portfolio management and client relationship responsibilities. She is a member of the firm’s investment committee and spearheads MainStreet’s Socially Responsible Investing portfolio, providing expertise in managing diverse investment mandates for institutional and individual clients.
Her investment focus spans equity research and analysis, with a background in managing large-cap equity portfolios and deep experience in socially responsible and traditional asset allocation. Prior to joining MainStreet in 2011, Anne was Director and Equity Analyst at Fiduciary Management Associates and held analytical roles at LaSalle Bank and ABN AMRO Asset Management, emphasizing research on publicly traded companies and institutional portfolio strategy.
Anne holds a BSBA in Marketing from Marquette University and an MBA in Finance and Strategic Management from the University of Illinois at Chicago. She is a CFA charterholder, a member of the CFA Institute, and has contributed to the investment profession through roles such as Co-Chair of the CFA Society Chicago’s Professional Development Advisory Group, with a strong reputation in equity markets and responsible investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| MainStreet Investment Advisors, LLC | Senior Portfolio Manager | May 2011 to Present | Portfolio administration, client communication, participation in the writing of market research publications, coordination of client and prospect presentations. Member of equity committee and investm... |
| Fiduciary Management Associates | Director, Equity Analyst | Jan 2000 to Jan 2010 | Researched and analyzed large capitalization publicly traded companies for a $300mm large cap value portfolio and a $250mm large cap core portfolio. Prepared and presented detailed stock recommendati... |
| LaSalle Bank | Vice-President, Equity Analyst | Jan 1997 to Jan 2000 | Performed research and analysis of equity holdings and new investment ideas for a large cap growth portfolio. Primary sectors included health care and financial services. Addtional experience with c... |
| Sirius Partners L.P. | Investment Analyst | Jan 1995 to Jan 1997 | Performed fundamental and valuation analysis of equty portofio holdings and new investment ideas. Industries included recreational products, steel, specialty retail, and others. |
| Alleghany Corporation | Analyst | Jan 1993 to Dec 1995 | Assisted VP of Investments in monitoring the company's subsidiaries and other major equity investments. |
| Duff & Phelps | Research Associate | Jan 1991 to Jan 1992 | — |
Education
Marquette University
BSBA, Marketing/Political Science
University of Illinois at Chicago
MBA, Finance
Skills & Expertise
Others at Mainstreet Investment Advisors LLC (8)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Glen Ellyn, IL , United States | |
| Senior Investment Analyst | Chicago, IL , United States | |
| Portfolio Analyst | Chicago, IL , United States | |
| Senior Portfolio Manager - Vice President | Cincinnati, OH , United States | |
| Head of Investments | Chicago, IL , United States | |
C Chuck Simko | Senior Portfolio Manager | United States |
| Portfolio Analyst | Chicago, IL , United States | |
| Portfolio Analyst | Chicago, IL , United States |
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