Anna Marie B. Smith
Senior Manager

Anna Smith
Lake Loveland

Loveland, CO

6125 Sky Pond Drive
Suite 200
Loveland, CO 80538


Industry Areas

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Service Areas

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Anna Marie performs the financial planning and analysis of new business opportunities, mergers & acquisitions, or other projects in support of the firm’s growth. Serving as the analytical engine of the company, she provides senior leadership with financial and strategic insights for ‘optimal’ business decision making. She is also responsible for the forecasting, budgeting and operating plan analysis processes of the company.

Anna Marie has over 25 years of leadership and analytical experience in corporate finance and investing across various industries and geographies in the U.S. and internationally. Her industry exposure includes food and beverage or consumer goods manufacturing, renewable energy technology and infrastructure development, transportation infrastructure development, and financial services (e.g. private equity/venture capital, business advisory, etc.).

Her expertise lies in financial analysis, financial modeling, forecasting, budgeting and business valuation. She also has specialized knowledge and experience in project management and global business investing across industries at various business stages.


Bachelor of Science in business administration
University of the Philippines, Diliman, Quezon City, Philippines
Master of Science in finance
University of the Philippines, Diliman, Quezon City, Philippines


Chartered Financial Analyst (CFA) charter holder
SAP Treasury & Risk Management Certified Consultant

Professional Associations

Member - CFA Society of Colorado, Denver, CO
Member - CFA Institute, Charlottesville, VA
Member – Church in Fort Collins, CO

Personal Interests

Education for under-privileged students, travel, outdoor activities, music

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