Operations Associate
Annie Watson
Operations Associate
Annie Watson
Lover of the outdoors and anything on the water. Annie enjoys going on adventures with her family, and spending time with her dogs.
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64
Puppies
raised
This is Going to End Badly,
Bro
Despite my unfairly given nickname, “Doomsday Dan,” we have never been known to be part of the “this is going to end badly” crowd.
Not so Efficient
Frontier
Financial advisors typically start their initial investment conversation by determining the client’s comfort level with risk.
From Turtle to ETF:
Managed Futures Overview
What started as a friendly debate between two successful traders turned into a challenge that aimed to settle…
Not all Momentum
is the Same
When it comes to investing, momentum is the velocity of price change over time. Money managers may use momentum to identify…
Choosing to be
Different
“Be yourself; everyone else is already taken.” That’s good advice but sometimes it’s hard to follow, especially… on Wall Street.
Not so Fast:
The Pitfalls of Buffer ETFs
Buffer ETFs have gone from nonexistent to an over $27 billion (about $83 per person in the US) AUM product as of mid-2023.
Having experience within multiple roles in the RIA structure, Annie has found her passion to be on the Operations side with a passion for advisor experience and client relationships.
- Fishing 98%
- Jet Skiing 83%
- Dog Mom Extraordinaire 100%
CONNECT WITH ME!
DM < EMAIL
@anniewatson