Anne C. Novak, CPA, PFS, CTFA
Client Advisor & Vice President, Cresset Trust Company
Anne is a Client Advisor at Cresset, responsible for providing customized and comprehensive financial solutions to ultra-high-net-worth clients and their families. Anne is also Vice President of Cresset Trust Company.
Anne Novak is comfortable with, and extremely adept at, the more complex aspects of her work. From early days as a staff and senior accountant, Anne has gravitated to the greater challenges—and has consistently prevailed.
Anne’s client advisory role is enhanced by her extensive experience in accounting and tax. She not only provides advice to her client families, but also her Cresset colleagues. It’s not complicated at all to hear Anne explain it: “I like math. I like answers. I like people.” For Anne Novak, in the end, the complex, simply comes down to loyalty, integrity, and respect.
Anne earned a bachelor’s degree in accounting from the University of St. Thomas. She is CPA, CTFA, and holds a PFS designation.
WORK EXPERIENCE
Meristem
Vice-President, Meristem Trust Company, 2016 – Present
Client Advisor, 2005 – present
Deloitte
Senior Accountant, 2002 – 2005
Arthur Andersen LLP
Staff Accountant, 2000 – 2002
EDUCATION
University of St. Thomas
BA, Accounting (2000)
PROFESSIONAL DESIGNATIONS
Certified Trust Financial Advisor, CTFA (2017)
Personal Financial Specialist, PFS (2010)
Certified Public Accountant, CPA (2003)
PROFESSIONAL AFFILIAITIONS
Five Star Wealth Manager * (2011, 2013, 2017, 2018, 2019, 2020)
Five Star Professional (2015)
PROFESSIONAL AFFILIATIONS
American Institute of Certified Public Accountants
Minnesota Society of Certified Public Accountants
COMMUNITY INVOLVEMENT
Children’s Minnesota, Legacy Advisor Leadership Council
St. Joseph’s School, West St. Paul
* FIVE STAR Wealth Managers are nominated by their industry peers. They are asked to identify one or more wealth managers they know to have an established practice, good client relationships and a strong reputation. Award winners must satisfy various criteria including being actively employed as an industry professional for a minimum of 5 years, having maintained a favorable regulatory history, and accepting new clients. Additional review considerations include client retention rate, assets under management, the number of client households and industry credentials. Professionals do not pay a fee to be considered or placed on the final award list. The FIVE STAR award is not indicative of a wealth manager’s future performance.