Anne P. Ogan, CFA

Wealth Adviser

Anne has 50 years’ experience in the investment business, half of which has been spent as president and chief investment officer of the registered investment advisory firm she co-founded with Bill Proper in 1993.

Immediately following her graduation from Harvard in 1969, Anne joined Cleveland’s professional investment community as a security analyst. Later, held institutional sales positions at two leading New York institutional firms, Salomon Brothers and First Boston Corporation.

In 1990, Anne became a managing director of McDonald & Company, a regional brokerage firm, where she had served as director of research and a member of the investment policy committee. Ms. Ogan served on the Executive Committee of the Cleveland Society of Security Analysts for 15 years and was the organization’s president in 1987-1988. Anne often volunteers as a screening interviewer for Harvard applicants.