Ann Marie Liotta, CPA, AEP, U.S. Wealth Strategist
Ann Marie is an engaging specialist in domestic wealth planning and a results-driven wealth and tax strategist. Her significant and sophisticated hands-on experience and technical knowledge were gained over her 20-year professional career working within large New York-based financial services businesses as well as regional Philadelphia accounting firms.
Ann Marie joined Cohn Financial Group as a Wealth Strategist. Prior to joining CFG, she worked at Lombard International for three years as their Head of Product Development and Wealth Structuring Services for the U.S. In her role at Lombard, she assisted internal and external partners with understanding private placement solutions and incorporating the solutions in existing and new wealth plans.
Prior to joining Lombard International, Ann Marie provided a full range of tax compliance and consulting services for individuals and families, where she headed up the Private Clients Services practice of Ernst & Young (EY) in Philadelphia.
Ann Marie graduated Magna Cum Laude from Rutgers College School of Business. She holds her CPA license in New York, New Jersey and Pennsylvania. Ann Marie is a New Jersey State elected official and just completed her tenure on the Board of Education in Moorestown, New Jersey.