About
As Chief Wealth Solutions Officer at Wealth Enhancement, Ann leads the development and execution of the firm’s wealth solutions strategy, aligning product innovation with the evolving needs of high- and ultra-high-net-worth clients. She partners closely with product, advisory, and distribution leaders to expand differentiated offerings, drive platform growth, and enhance advisor productivity and client outcomes on a scale.
Ann brings more than 30 years of experience leading strategy, product innovation, and transformation across global financial institutions. Prior to Wealth Enhancement, she served as EVP, Wealth Management Solutions at Ameriprise Financial, where she led product strategy and P&L oversight for investment solutions and digitally enabled UHNW offerings. Previously, Ann spent three decades at RBC Wealth Management in senior leadership roles where she led the transformation of RBC’s U.S. wealth management platform and built capabilities across planning, product, consulting, training, and practice management. Ann has also held leadership roles at U.S. Bank and LoCorr Funds.
Beyond her executive roles, Ann has contributed extensively to governance and leadership development. She served as Chief Administrative Officer on the US Intermediate Holding Company Board, chaired the RBC US 401(k) Investment Committee, and was a board member of RBC Global Asset Management. A champion of diversity and inclusion, she sponsored the Women’s Empowered ERG and mentored future leaders through programs such as MMI Gateway to Leadership and Rock the Street Wall Street.
She has passed all four CPA exams and is also a Wharton Securities Industry Institute graduate.
Education
- BBA, Accounting, University of Wisconsin - Eau Claire
- MBA, Strategic Management & Finance, University of Minnesota
