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Anne Durkin

Anne Durkin

Senior Portfolio Manager at Mainstreet Investment Advisors LLC

Chicago, IL , United States

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

OrganizationRoleDate RangeDetails
MainStreet Investment Advisors, LLCSenior Portfolio ManagerMay 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 AssociatesDirector, Equity AnalystJan 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 BankVice-President, Equity AnalystJan 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 AnalystJan 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 CorporationAnalystJan 1993 to Dec 1995
Assisted VP of Investments in monitoring the company's subsidiaries and other major equity investments.
Duff & PhelpsResearch AssociateJan 1991 to Jan 1992

Education

Marquette University

BSBA, Marketing/Political Science

University of Illinois at Chicago

MBA, Finance

Skills & Expertise

Portfolio Management
Investments
Equities
Valuation
Fixed Income
Asset Management
Financial Services
Alternative Investments
Hedge Funds
Financial Modeling
Asset Allocation
Financial Analysis
Marketing
Buying
Support
Investment Management
Fiduciary Management

Others at Mainstreet Investment Advisors LLC (8)

NameRoleLocation
Bruce Simpson
Bruce Simpson
Portfolio ManagerGlen Ellyn, IL , United States
Daniel Kupiec
Daniel Kupiec
Senior Investment AnalystChicago, IL , United States
Francesco Spinnato
Francesco Spinnato
Portfolio AnalystChicago, IL , United States
Michael Kemer
Michael Kemer
Senior Portfolio Manager - Vice PresidentCincinnati, OH , United States
Thomas McKinstry
Thomas McKinstry
Head of InvestmentsChicago, IL , United States
C
Chuck Simko
Senior Portfolio ManagerUnited States
Logan Clark
Logan Clark
Portfolio AnalystChicago, IL , United States
Neha Padhiyar
Neha Padhiyar
Portfolio AnalystChicago, IL , United States

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