Our People

The Team Behind Anson Analytics

The people stewarding your wealth.

A boutique firm of independent fiduciaries built around research, discipline and fiduciary standards.

Hero Pills
Est. 2002 CFA® Charterholders Independent & Fiduciary
Meet the Team — Section
Meet the Team

The people behind every plan.

Every account is handled by a small group of people you can actually reach, not a call center. Here’s who you’ll be working with.

Sam Sweitzer, CFA

Sam Sweitzer, CFA

Founder
Mark Demos, CFA

Mark Demos, CFA

Chief Investment Officer
Kristin Vano

Kristin Vano

Office Manager
Misti Bonduris

Misti Bonduris

Director of Operations
Jennifer Rinkenberger

Jennifer Rinkenberger

Attorney
Victoria Simons

Victoria Simons

Client Services
Charlie

Charlie

Director of Barketing
Our Principles

How we operate.

The standards behind every portfolio we build and every relationship we keep.

01

Independence
We answer to clients, not to a parent company or a product shelf.

02

Transparency
You can see every holding in your account, always.

03

Long-Term Thinking
We invest in decades, not quarters.

04

Fiduciary Care
We’re held to a fiduciary standard, and we take it seriously.
Begin With a Conversation

Independent. Fee-only. Conflict-free.

You’ve spent decades building what you have. Schedule a complimentary consultation or request a no‑obligation second opinion on your current financial plan a conversation, not a sales pitch.

Existing client? Access your Client Portal.