Anne C. Chernish

CFP®
Personal Finance, Retirement, Investing
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“Anne Chernish, President & Managing Member of Anchor Capital Management, LLC, in Ithaca, NY, is dedicated to applying principles of financial planning and investment management uniquely suited to each client. ”
Firm:

Anchor Capital Management, LLC

Job Title:

President & Managing Member

Biography:

Anne Chernish is Managing Member of Anchor Capital Management, LLC, an SEC Registered Investment Advisor. Anchor Capital Management, LLC, is a small client-centric firm working closely with individuals, couples, families and multi-generation families, and small institutions to plan the accumulation and management of wealth to meet long term plans and objectives. Anne and the Anchor team works from their offices in Ithaca, New York, and serve clients throughout the United States. Anchor operates on a fee-only basis: financial planning services are offered for a quoted price and investment management services are recognized as a percent of assets under management. Anne herself has been serving Ithaca clients since 1989, and has more than 40 years' experience in the securities industry.

Anne's clients look to her for fiduciary advice regarding retirement, estate planning, charitable and comprehensive financial planning. She is a pioneer in wrapping financial planning services with portfolio management to create the wealth management service she currently provides. Anne specializes in serving as a fiduciary for individuals and high net worth individuals, primarily retirees, pre-retirees and people in transition. She has been quoted and referenced in The Journal of Financial Planning; Ithaca Journal; New York Post; Long Island Newsday; Reuters; and San Francisco Chronicle among others.

Anne is a graduate of Notre Dame de Namur University in Belmont, California. She is a Certified Financial Planner™ (CFP) and a qualified New York State Life Insurance Consultant. Anne is in good standing with the CFP Board and NAPFA. She served as the executive assistant to one of the pioneers in personal wealth management and financial planning and has been licensed as a broker-dealer principal by the Financial Industry Regulatory Authority (FINRA). As a holder of the CFP® designation, she actively participates in continuing education opportunities. Earlier in her career, Anne worked at major stock brokerage and financial planning firms.

Education:

BS, Business Administration, Notre Dame de Namur University

Assets Under Management:

$33 million

Fee Structure:

Fee-Only

CRD Number:

1264961

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Is my second wife entitled to any of my first wife's money?
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As long as you keep the funds separate, a current or future spouse is not entitled to receive it. It is an inheritance; not property earned during the marriage.

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