Wealth Management

Annie Das

Client Service Associate

  • Industry Start


  • Education

    Loyola University Chicago, B.B.A

Annie Das joined Kovitz in 2023, bringing with her extensive background in serving ultra-high-net-worth (UHNW) clientele. As a Client Service Associate, she plays a pivotal role collaborating with the Wealth Management team, dedicated to upholding Kovitz's mission of providing unbiased advice and ensuring clients have an unparalleled experience and service delivery.

Before her journey with Kovitz, Annie was a Senior Private Client Analyst at Marquette Associates, Inc. in Chicago, meticulously focusing on UHNW clients. Prior to that, she spent over six years at Segall, Bryant & Hamill as a Client Service Administrator, where she adeptly managed the financial portfolios of multi-generational high-net-worth families and deepened her commitment to financial excellence through roles at other esteemed institutions like Ziegler and BCS Financial Corporation.

Annie proudly holds her Bachelor of Business Administration in Economics, complemented with a minor in Sociology, from Loyola University Chicago. When she's not assisting clients, Annie treasures exploring Chicago's rich culinary landscape and relishes quality moments spent with family and friends.