Anne-Marie Laboe has been in the investment business for the last 26 years. Prior to joining BRW in 2015, she spent 21 years as an Investment Management Consultant (IMC) covering Maryland, Virginia and DC. She most recently represented BlackRock, the world’s largest asset money manager. In her role as an IMC, she worked with Financial Advisors and their clients regarding specific investments, portfolio construction and the assessment of risk. It was through this role, that she met Bernie 20 years ago.
Anne-Marie graduated from Saint Mary’s College of Notre Dame with a BBA with a concentration in finance and marketing and a minor in mathematics. She currently holds a series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), 66 (Uniform Combined State Law), 26 (Limited Principal) and CIMA (Certified Investment Management Analyst) designation. In addition to working in the investment industry, Anne-Marie is a mother to two children, Caroline and John and an avid “Crossfitter”.
Serving as Executive Vice President, Anne-Marie utilizes her many years of experience in the IMC role. She works directly with clients discussing investment opportunities, portfolio construction and risk analysis. She is well versed and knowledgeable about the market, asset allocation, and even Social Security benefits. Anne-Marie helps create the investment portfolios and does the on-going due diligence. Her favorite part of her role at BRW is building a trusted relationship with the clients, finding solutions to any financial question or obstacle and seeing the clients enjoy their life knowing BRW is always here to help and guide them.