A woman with straight, shoulder-length black hair smiles at the camera. She is wearing a red turtleneck sweater and a dark jacket. The blurred background features cool tones and soft lighting.

Ann Desforges

Operations Associate, Portfolio Data Management

Education

BS, Lincoln University
MBA, Wilmington University

Certification(s)

MBA

Office Location

Columbia, MD

Ann joined HB Wealth in January 2025 after working with WMS Partners since September 2021. She and her team work closely with clients’ accounts, focusing on reconciliation, transactions, and private investment maintenance.

Prior to joining HB Wealth, Ann spent four years with City National Bank (Royal Bank of Canada) in Delaware, working in Operations and focusing on reconciliation and transactions.

Ann earned her Bachelor’s degree in accounting from Lincoln University in Pennsylvania. She later attended Wilmington University, where she earned her MBA with a concentration in Finance.

Ann enjoys traveling to new countries with her family and experiencing different cultures. She also enjoys walks, reading, painting different canvases for her home, and taking care of her fish.