Our Team

analyst

Ana manages Probity’s 401k platform, including mutual fund research, quarterly and annual plan reporting, and implementing fund and model changes.  She ensures Probity’s individual equity models which include Dividend Value, Large Growth, and S&P Beta Model remain consistent with firm and client objectives.  Ana also manages Morningstar client data imports, conducts client account reviews, creates proposals, and conducts stock research.  Ana joined Probity in 2008.

Ana earned her Bachelor of Arts in Economics from the University of Texas, Austin, and earned her MBA from the Southern Methodist University Cox School of Business.