Libet Anderson
About Libet Anderson
Libet Anderson serves as the President of Investment Solutions at Concourse Financial Group, where he has worked since 2021. He has extensive experience in wealth management, having held leadership roles at various financial institutions including ProEquities and Stifel Nicolaus.
Current Role at Concourse Financial Group
Libet Anderson serves as the President of Investment Solutions at Concourse Financial Group, a position she has held since 2021. Based in Birmingham, Alabama, she focuses on developing and managing investment strategies that align with client needs. Her leadership in this role emphasizes the importance of tailored investment solutions within the financial services sector.
Previous Experience at ProEquities, Inc.
Prior to her current role, Libet Anderson worked at ProEquities, Inc. for five years, where she held the position of Interim President from 2016 to 2021. During her tenure, she also served as President for a year, contributing to the company's strategic direction and operational management in Birmingham, Alabama.
Leadership at Sterne Agee Asset Management
Libet Anderson was the Chief Executive Officer of Sterne Agee Asset Management, Inc. from 2007 to 2016. In this role, she focused on expanding the wealth management platform, enhancing service offerings, and driving growth within the organization. Her leadership spanned nearly a decade, during which she played a significant role in shaping the firm’s investment strategies.
Educational Background
Libet Anderson studied at Middlebury College, where she earned a Bachelor of Arts degree in Economics. This academic foundation has supported her extensive career in finance and investment management, equipping her with the analytical skills necessary for her roles in the financial sector.
Professional Designations and Involvement
Libet Anderson holds the Certified Investment Management Analyst (CIMA®) designation and possesses several financial licenses, including Series 6, 7, 26, 63, and 65. She has also served as a board member for the Investments & Wealth Institute, contributing her expertise to the advancement of the investment management profession. Additionally, she is involved with Magic Moments, a wish-granting organization for children with chronic illnesses in Alabama.