Ana joined HB Wealth in August 2025 and works as a Senior Administrative Associate, supporting a wealth advisory team.
Before joining HB Wealth, Ana spent 12 years at J.P. Morgan Chase, five years in New York City supporting the LatAm Private Bank, followed by seven years in Charlotte, NC with the US Private Bank. During her time in Charlotte, Ana had the opportunity to assist the team with its expansion and opening of a new office.
Ana earned her Associate’s Degree in Business Administration from Iona College. She is also a Notary Public.
In her free time, Ana enjoys spending time with friends and family, including her husband and children, and traveling to the beach.