Anny Nguyen, CIMA®, ChFC®, APMA®

As Portfolio Manager, Anny plays a key role on Evermay’s Trading Team, where she is responsible for daily portfolio monitoring, tax loss harvesting, portfolio rebalancing, and managing the day-to-day trading activities of client accounts.

In addition, she works closely with the Chief Investment Strategist and Wealth Advisors to implement tailored investment strategies, which are designed to help our clients meet their unique financial needs.

Anny also collaborates closely with the Director of Operations and the Director of Research to enhance and maintain the firm’s trading systems, ensuring precision and efficiency.

My Professional Background

Before joining Evermay, I spent nearly 3 years as a Portfolio Support Lead at an RIA firm, where I was responsible for portfolio implementations, rebalancing, investment proposals, cash management, and risk management. Earlier in my career, I worked at Merrill and at a small RIA firm where I earned my series 7 and 66 licenses.

Additionally, I hold the Certified Investment Management Analyst, CIMA®, Chartered Financial Consultant, ChFC®, and Accredited Portfolio Manager Advisor, APMA®, designations.

I graduated from the University of North Florida, where I double-majored in Finance and Financial Planning with a minor in Economics.

My Personal Life

I currently reside in Washington, D.C. and enjoy traveling, cooking, exploring new restaurants, and spending time outdoors – whether it’s hiking or stand-up paddle boarding. 

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