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Aug 21, 2018

In addition to the six (6) questions we pose to all leaders, we also explore the state of women in our distribution community.

Anne Steer joined Congress Asset Management in 2015 as Head of Distribution for the firm. She manages sales, client service and marketing, and is responsible for developing and executing the firm’s distribution strategy with intermediary and institutional clients.

Anne has over 30 years of executive leadership experience, with a particular focus in creating and implementing growth strategies for financial services organizations. She has held senior leadership positions at State Street Corporation, Fidelity Investments, and Dwight Asset Management. 

This episode is brought to you by Money Management Institute and their Center for Distribution Excellence. Learn more at

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