Anna Walters, CRPC

Senior Vice President, Chief Operating Officer

Anna leads operations and oversees practice management for the team. Responsible for developing efficient processes and providing strategic insight to the partners, Anna streamlines internal functions and increases capacity across the firm to best serve our clients.

As an original member of Auric Capital, Anna has seven years of financial services experience. She began her career servicing ultra-high-net-worth clients on a wealth management team based in Aspen, Colorado. Then she went on to lead operations for Mittman & Associates at Merrill Private Wealth Management in 2019, where her role progressed to Private Wealth Business Manager.

Anna is a graduate of the University of Colorado with a Bachelor’s degree in Economics. While pursuing her degree, Anna studied Economics at the City University, London. She holds a Chartered Retirement Planning Counselor℠ (CRPC®) designation. She is currently pursuing an Executive MBA from the University of Michigan, Ross School of Business.

Anna lives in Denver and travels to the mountains as often as she can. Outside of the office, she enjoys snowboarding, running, yoga and boating at her cabin in Minnesota.