D: 770.393.6155 | F: 770.393.0319
Six Concourse Parkway, Suite 600 | Atlanta, GA 30328
Anne Dunn joined the Firm in 2011 and is a Senior Manager in the Firm’s Tax Division. Anne specializes in tax planning and tax consulting for individuals, attorneys and small businesses. She assists high net worth individuals with tax and financial planning and fiduciary and estate planning, tax planning and consulting services in the financial industry for a variety of investment partnership structures. Prior to joining the Firm, Anne worked with Morgan Stanley servicing institutional clients and hedge funds throughout the Southeast. She is a member of the Alternative Investments and Asset Management Family Office groups. Anne resides in Atlanta with her husband and daughter.

Education

Bachelor of Science (Economics) Georgia Institute of Technology, Atlanta, GA

Master of Accounting University of Connecticut, Storrs, CT

Professional Affiliations

  • Southeastern Hedge Fund Association
  • Atlanta Women in Alternatives
  • American Institute of Certified Public Accountants
  • Georgia Society of Certified Public Accountants

Ask Me About

  • Efficient and effective tax planning for your small business
  • The importance of keeping your investment partnership in compliance with regulations
  • What our clients enjoy most about our family office services
  • My favorite things to cook
  • Where to eat in Atlanta
  • “Balancing” work and being a mom