Ann Marie Liotta
Ann Marie Liotta is an engaging specialist in domestic wealth planning and a results-driven wealth and tax strategist. Her significant and sophisticated hands-on experience and technical knowledge were gained over her twenty year professional career working within large New York based financial services businesses as well as regional Philadelphia accounting firms. Ann Marie joined Lombard International in July 2016 and is the US Director of Wealth Structuring Services.
In her role, she assists Lombard’s internal and external partners with understanding private placement solutions and incorporating the solutions in existing and new wealth plans. Prior to joining Lombard International, Ann Marie provided a full range of tax compliance and consulting services for individuals and families, where she headed up the Private Clients Services practice of Ernst & Young (EY) in Philadelphia. Ann Marie graduated Magna Cum Laude from Rutgers College School of Business. She holds her CPA license in New York, New Jersey and Pennsylvania. Ann Marie is NJ State elected official and currently sits on the Board of Education in Moorestown, NJ.