Annie Russo

Annie Russo brings more than two decades of leadership experience helping registered investment advisory firms strengthen operations, manage risk, and scale effectively. Having served as a Chief Compliance Officer, Chief Operating Officer, Chief Financial Officer, and Financial Advisor, she understands the interconnected functions that drive a successful RIA and the challenges firms face as they grow.

Annie’s approach combines strategic thinking with hands-on execution, building operational frameworks that embed compliance into business processes and develop systems that create efficiency, consistency, and resilience. When organizations face complex challenges or lack a clear path forward, she develops practical solutions that support long-term growth and successful integration.