Anne has been an investment professional since 1985, beginning her career on the floor of the Chicago Board of Trade. Her prior experience includes Fixed Income Sales for First Boston Corp and later portfolio management at First Boston Asset Management in NYC; Portfolio Manager for the State of Kentucky in the Office of Financial Management and Economic Analysis (OFMEA); and Financial Advisor at Kidder Peabody in Greenwich, CT.
Before joining Davenport & Company in November 2016, she served as resident Branch Manager, Financial Planning Specialist and Financial Advisor with the Blue Ridge Group at Morgan Stanley. She is Series 7, 66 and 9/10 registered and is licensed to sell long-term care, life and health insurance.
Anne graduated with an associate degree in liberal arts from St. Mary’s College in Raleigh, N.C., and earned a BS in finance from DePaul University. She currently serves on the Advisory Board and Executive Board of the Lynchburg Regional Business Alliance, as well as on the Board of Trustees at Westminster Canterbury Lynchburg. She is also a member if the Lynchburg Estate Planning Council and the Lynchburg 7 Hills Lions Club. An active member of St. Paul’s Episcopal Church in Lynchburg, Anne serves as a former Vestry member and Delegate to Council for the Episcopal Diocese of Southwestern Virginia. She and her husband Ron Thelin have one grown son, Henry.