Team

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Anna O’Neill

Vice President of Operations

Anna joined the Toth Financial team in July, 2017. She was attracted to the firm’s relentless commitment to maintaining client trust and of the offering of highly customized portfolios.

Before coming to Toth Financial, Anna was Vice President – Relationship Manager of Envestnet Tamarac. While there, Anna was responsible for the overall relationship management of thirty plus RIA’s, each exceeding 1 billion in assets under management. She uses this expertise in managing relationships to maintain Toth Financial’s core value of teamwork.

During her tenure in the role, Anna partnered closely with firms throughout the East Coast providing business model and operational consulting, education on new product and service offerings and navigation of Envestnet Tamarac. She uses the best practices she learned from her bird’s eye view of many different firms to continually ensure that Toth Financial’s operations are at peak performance.

Anna brings with her extensive management and operations skills with over 20 years of experience in the financial services industry. She possesses expertise with the 1940 Act, SEC compliance, custody and treasury services, project management, process development and implementation, risk mitigation and client service.

Prior to Anna’s foray into the Financial Technology space, Anna served as Vice President of Treasury and Compliance at JP Morgan where she pioneered operations for two of the top ten ETF Sponsors. She also has years of experience with global firms such as Deutsche Asset Management and State Street Corporation.

Anna, a Massachusetts native, moved to Loudoun county in 2017 to join the Toth Financial team. In her spare time, Anna can be found exploring the area with her husband Steve and enjoying all Loudoun county has to offer.