Denise P. Anderson, MBA

Wealth Manager

Banking and strong women are part of my DNA.  My grandparents started a small bank in Montana during the Depression, and my father followed suit with a career in investment banking in New York City and San Francisco.  Personally, I preferred the environment of sales and trading, and joined Salomon Brothers' fixed-income trading floor, where I focused on foreign exchange, derivatives and fixed-income instruments.  My career brought me to London, where my client base expanded to include global institutions.  Although exciting and enlightening from a geo-political and economics point of view, I soon began to feel less than inspired and decided to turn my focus to the individual client.

Today I work as an independent, fee-based Investment Advisor and Wealth Manager.  What does that mean?  It means that I am bound to provide my clients with the best service possible, and be loyal above all things. My practice strives to bring bespoke institutional services to private clients, and with over 25 years of experience in the financial services industry in the U.S. and Europe, I am well-equipped to offer objective, professional advice. Having been an expat, I appreciate the challenges people face when moving to a new country, and can provide guidance for those relocating to the U.S. from abroad. And my passion for educating women about financial services (and debunking certain myths surrounding these services) is also central to my practice. 

Investment strategy at IBEX Wealth Advisors focuses on incorporating a combination of fundamental and technical analysis. The objective is to produce, protect and preserve wealth for generations by crafting an individual plan for each client, whether they are a corporation, foundation, business owner or individual.  Our firm acts as a fiduciary, bound to put clients' interests first. 

Joining IBEX Wealth Advisors, a best-of-class group of advisors with a shared vision of independence, objectivity and excellence, is a wonderful opportunity to expand my platform. I hold the Financial Industry Regulatory Authority (FINRA) Series 6 and 63 registrations with LPL Financial and the Series 65 with IBEX Wealth Advisors, as well as licenses for life, health and disability insurances.  My BA in Economics is from Reed College, and I have an MBA in International Finance and Economics from Columbia Business School.

In my personal life, I'm a dedicated single mother, soccer coach and avid sailor. I volunteer in my community by serving as the Treasurer of the PTO, which is actively supplementing the educational experience of children in our school district.

Final Fun Facts:  I'm a qualified gemologist and love to talk rocks. I am a citizen of both the UK and the U.S, and enjoy practicing the playful art of sarcasm.


Phone 908-840-1025