Ana Backa
Senior Wealth Planning Associate
As a Senior Wealth Planning Associate at Seventy2 Capital, Ana partners with financial advisors to deliver a high-touch wealth management experience. She combines exceptional client relationship management, investment analytics, and strategic business support. Ana serves as a primary point of contact for clients and prospects, fostering trusted relationships through proactive communication, personalized service, and timely resolution of inquiries. Her responsibilities include conducting investment performance analysis, monitoring portfolio and benchmark results, identifying business development opportunities through market research, and developing compelling presentations and proposals for client and prospect meetings.
Prior to starting her role at Seventy2 Capital, Ana worked with Wells Fargo Advisors for nearly twenty years. She received a bachelor’s degree from Fairfield University. Outside of work, Ana enjoys spending time with family and traveling.
Location: Westport