Annelise is a Vice President at Robertson Stephens in the Houston office. She has over 25 years of experience in wealth management. Prior to joining Robertson Stephens, she was Senior Client Service Officer at Collaboration Capital, LLC, an investment advisory practice predicated on ESG principles and the power of for-profit enterprise to solve for complex, growing problems. Before joining Collaboration Capital, Annelise was a client service representative at Chilton Capital Management where she focused on their ESG/Impact practice.
Prior to moving back to Houston, Annelise spent 20+ years in the financial industry in Geneva and New York. Annelise was a client advisor at Morgan Stanley, 12 years, and JP Morgan, 11 years, where she covered international High Net Worth Individuals. She attended JP Morgan’s Core and Markets Training Programs in New York. Annelise began her career at UBS and attended their Allround Training Program in Geneva.
Annelise is a CFP® professional and holds the Series 65 Investment Adviser Representative license. She received a BA from Scripps College and an MA from Webster University. She attended the DAS University of Geneva – Sustainable Finance Module and the Coach Training Institute in London. Annelise has lived in three continents, speaks four languages, and enjoys traveling extensively. She also enjoys creative writing.