Anna Nichols

Anna Nichols is not listed as a control person, but directly owns under 5% of Altair Advisers. Anna Nichols holds a B.A. from Guilford College and an MBA from Fordham University.

Altair Advisers is an investment adviser based in Chicago, IL, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, investment companies and charitable organizations. Its regulatory assets under management total $9.76 billion, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.

Anna E. Nichols is Managing Director, Head of Client Education of Altair Advisers. She leads the firm’s educational programming and provides customized consulting and facilitation services for client families. Prior to joining Altair, she was Managing Director for Content at the Family Office Exchange (FOX). She has more than 20 years of experience in the family wealth industry.

CRD

8068823

Firm

Altair Advisers · CRD 120642

Role

Member, Managing Director

In role since

January 2024 · 2 years

Control person

Not listed

Direct ownership

Under 5%

Firm headquarters

Chicago, IL

Individual registration

No current adviser record · SEC search

Disciplinary history

Not yet shown here · SEC record

Firm bio

altairadvisers.com

• Rebekah KohmescherMember, Chief Executive Officer and Chief Compliance Officer
• Browne ClaireDirector of Compliance
• Allison DilibertoMember, Managing Director
• Timothy FrenchMember, Managing Director, Chief Client Officer
• Jason LaurieMember, Managing Director, Chief Investment Officer
• David LinMember, Managing Director Head of Research and Due Diligence
• Bryan MalisMember, Managing Director
• Rachael MangoubiMember, Managing Director
• Michael MurrayMember, Managing Director
• Donald SorotaMember, Managing Director
• SWSteven WeinsteinChairman