Ann Lentell

Ann Lentell, CFA, AFC®️, CFP®️ has nearly two decades of experience spanning nonprofit leadership, financial coaching, board service, and financial services. Ann first obtained her Accredited Financial Counselor (AFC®️) credential in 2018 and currently serves on the Board of Directors for AFCPE representing the Service industry, having spent nearly a decade at a national nonprofit organization, Compass Working Capital, scaling and leading an asset-building financial coaching program for families living in federally subsidized housing. 

In addition to her nonprofit work, Ann has worked extensively in the financial services industry, covering stocks in hedge fund, investment banking, and equity research firms, and currently works in equity research at Select Equity Group. Ann is passionate about savings and personal finance, and her volunteer experience includes VITA site tax preparation in Chicago, IDA consulting for women recently released from prison in St. Louis, and educational development for orphans in Russia.

Ann is also active in her local community and serves on the Board of Directors for the Natick Community Organic Farm and is Chair of the Net Zero Committee for the Town of Natick. She received a B.A. in Social Thought & Analysis and Russian from Washington University in St. Louis and is a Certified Financial Planner and a CFA®️ charterholder.