Anna Esoda
Portfolio Manager-Equities at Sage Mountain Advisors LLC
Profile
Ms. Anna Reid Esoda, CFA, is a Senior Portfolio Manager at Sage Mountain Advisors LLC.
Ms. Esoda was previously employed as a Senior Portfolio Analyst by SignatureFD LLC.
She studied undergraduate Business Administration at the University of North Carolina’s Kenan-Flagler Business School, and she is a CFA charterholder.
Anna Esoda active positions
| Companies | Position | Start |
|---|---|---|
Sage Mountain Advisors LLC
 Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain Advisors LLC (Sage Mountain) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by Scott Neu and Anthony “Tony” Cox in 2018. Sage Mountain offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities. | Portfolio Manager-Equities | 2022-01-31 |
Former positions of Anna Esoda
| Companies | Position | End |
|---|---|---|
SignatureFD LLC
 SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Analyst-Equity | 2021-12-31 |
Training of Anna Esoda
| Kenan-Flagler Business School | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
SignatureFD LLC
SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Finance |
Sage Mountain Advisors LLC
Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain Advisors LLC (Sage Mountain) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by Scott Neu and Anthony “Tony” Cox in 2018. Sage Mountain offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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