Ana joined Townsend in 2026 and currently serves as part of the discretionary client portfolio team, contributing to all aspects of portfolio management including investment planning, investment due diligence and execution, and performance reporting.

Prior to joining Townsend, Ana was a tax associate at Plante Moran, where she built upon her client management, research and tax preparation skills.

She holds a Master of Accountancy and a Bachelor of Science in Business Administration, with focus in Accounting, from Bowling Green State University.