Anitha joined Chatterton & Associates in 2023 and is dedicated to providing incredible service to Chatterton clients. As a Client Account Manager, Anitha strives to create and maintain a first-class level of service and attention to detail in managing the processes and account maintenance needed for each individual client. Anitha works with our wealth team to ensure the onboarding and ongoing account management for our clients. She ensures that each client’s account and service needs are managed with precision and care, tailoring her approach to meet the unique requirements of each individual.

As a Clockwork Certified Partner™, Anitha applies the Clockwork methodology to enhance efficiency and organization within client service processes, helping create systems that support consistent, high-quality experiences for every client.

Anitha graduated from California State University, Long Beach in Spring of 2023 and is excited to begin her career at Chatterton and Associates. In her free time, Anitha enjoys spending time outdoors, running, reading, and traveling.

Anitha holds the Financial Industry Regulatory Authority Series 65 Registration.