Print Friendly, PDF & Email

Anne Greenwood, Senior Vice President, Sales and Marketing, Pax Ellevate Management LLC

Anne Greenwood

Senior Vice President, Sales and Marketing, Pax Ellevate Management LLC

Anne Greenwood is Senior Vice President, Sales and Marketing at Pax Ellevate Management LLC. Anne is responsible for sales and marketing initiatives related to the Pax Ellevate Global Women’s Index Fund.

Anne has over 25 years of experience at major wealth management firms leading national businesses as well as in regional roles.  Anne served as Managing Director, Head of Client Development for Morgan Stanley.  Before that role, Anne led Smith Barney’s national Retirement Solutions Group including all personal and corporate retirement businesses.  Anne led one of the largest offices in the Smith Barney system in Boston for 10 years before moving to national roles.  She started her career in financial services as a financial advisor with a special focus on impact investing.

Anne graduated magna cum laude with a Bachelor of Arts degree from Cornell University and earned a Masters of Public Administration from Harvard University. She is a former President’s Council member for the Cornell University Alumni Giving, an Advisor for Advisors Ahead Inc. and a Finance Committee Member of the Cambridge Homes Association. Anne also earned the Advanced Leadership Fellow award from Harvard University in 2012.

Anne Greenwood is a registered representative of ALPS Distributors, Inc.

Pax Ellevate Latest

December 12, 2017

Three “Aha!” Moments from the InvestmentNews Women Adviser Summits

Kelly Coyne shares her top three “aha” moments from the InvestmentNews Women Adviser Summits.
December 1, 2017

Pax World Announces Annual Reconstitution of the Pax Global Women’s Leadership Index

Index Contains the Top-Rated Companies in the World for Advancing Women’s Leadership PORTSMOUTH, N.H. December 1, 2017 – Pax World Management LLC, investment adviser to Pax […]
November 15, 2017

Grow Your Practice with Women Investors: 4 Successful Strategies

One of the biggest challenges advisors face is how best to connect and engage with their existing women clients and reach new prospects.