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.