Anna Formicola's Colleagues at BTR Capital
Anna Formicola's Contact Details
HQ
415-989-0100
415-989-0100
Location
Company
BTR Capital
BTR Capital
Anna Formicola's Company Details
Our firm was founded in 1989 as an independent, employee-owned, and SEC-registered investment advisor. BTR serves high net worth individuals and families, foundations, and retirement plans. We devote the bulk of the firm's resources to investment research and portfolio management and construct for each client a tailored investment solution based on their risk parameters, tax status, and financial objectives. BTR portfolio managers serve broadly as trusted advisors, helping our clients develop plans for retirement and navigate key financial decisions.
Frequently Asked Questions about Anna Formicola
Anna Formicola currently works for BTR Capital Management.
Anna Formicola's role at BTR Capital Management is Principal and Head of Administration.
Anna Formicola's email address is ***@btrcap.com. To view Anna Formicola's full email address, please signup to ConnectPlex.
Anna Formicola works in the Investment Management industry.
Anna Formicola's colleagues at BTR Capital are Jay Butler, Michael Welch, Stephen Yeatman, Elizabeth Kurniawan-Ormeno, Joseph Sturtz, Greg Welch, Mark Keeling and others.
Anna Formicola's phone number is 415-989-0100