Ana Bou-Goldsmith

Ana Bou-Goldsmith is a Senior Portfolio Manager at Prosperity with nearly 20 years of experience in investment management and financial analysis. She works closely with high-net-worth and ultra-high-net-worth individuals and entities, aligning each client’s portfolio strategy with their long-term vision, financial goals, and personal values.

Ana specializes in portfolio construction, asset allocation, and strategic investment planning. She collaborates with Wealth Advisors to uncover new business opportunities and plays a key role in articulating the firm’s investment philosophy to clients. Her responsibilities include providing ongoing performance updates, sharing insights on market developments, and helping guide portfolio construction and adjustments to align with clients’ risk tolerance, time horizon, and evolving objectives.

Prior to joining the firm, Ana was a Senior Wealth Manager, delivering customized investment and wealth solutions through a high-touch, family office-style approach. She managed client relationships from start to finish, conducted portfolio reviews, and collaborated with tax and estate planning professionals to deliver comprehensive wealth management services.

Credentials & Education

• FINRA Series 65

• NYU: M.S., Management and Systems, Strategy and Leadership

• St. Mary’s University: B.B.A., Corporate Finance and Financial Risk Management