Anissa Labyad

Pronouns: she/her

Senior Wealth Analyst

As a senior wealth analyst, Anissa collaborates with our wealth managers and client service team on portfolio management and planning services for our clients. Originally interested in foreign affairs, she previously worked with organizations such as the United Nations and the OECD. After discovering wealth management, she sought additional education and pivoted her career. Anissa made the transition to wealth management services because she enjoys helping people align their finances with their needs and values. Now she applies this education along with her background in operations and service to help our clients meet their goals. 

Anissa is delighted to work with each of our clients and takes pride in supporting them in achieving their unique financial goals. 

A journey of a thousand miles begins with a single step.
- Lao Tzu
Designations and Education
  • Certificate in Financial Planning Program, New York University  
  • M.A. Strategic Public Policy and International Affairs, American University of Paris  
  • B.A. French Language and Global Studies, University of Minnesota 
Personal Passion

Traveling and travel journalism, videography and photography.