233 S Wacker
87th Floor
Chicago, IL 60606
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Ann is an accomplished ESOP executive with 20+ years of experience in a multitude of industries. Prior to joining The ESOP Group at Morgan Stanley, she was the General Counsel and Chief Administrative Officer at a $500MM employee-owned company. Prior to her tenure in private
industry, Ann was a Partner at Katten Muchin as Head of the ERISA practice.

Education

Expertise

Ann brings end-to-end knowledge in several matters involved within an ESOP, accompanied with exemplary legal and financial acumen as former attorney and accountant at well established firms. She will work with advisors and business owner clients to navigate the complexity of an ESOP and assist business owners in avoiding common pitfalls.

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