Founder and CEO
Independence Point Advisors
Anne Clarke Wolff is a 30-year transformational leader in the financial services industry with expertise managing large scale global businesses and working with companies through financial life cycles – from initial public offerings to mergers and acquisitions. In 2021, Anne founded Independence Point Advisors (“IPA”), a women-owned investment bank and advisory services firm, where she serves as its Chief Executive Officer. Prior to IPA’s launch, Anne spent the majority of her career managing businesses focused on banking relationships, access to capital markets as well as treasury transformation. During her roles building Bank of America’s $10B Global Corporate Banking business, and as Head of Sales for JP Morgan’s Treasury and Securities Services business, Anne drove double digit revenue growth and built best in class teams to extend the banks global capabilities in serving multinational clients. She also served as Head of North America Corporate Banking at Citigroup and has been repeatedly recognized as one of The Most Powerful Women in Banking by American Banker and Notable Women in Finance by Crain’s New York.
A candid look at what happens when top financial leaders step away from their C-suite and executive management roles to pursue other equally challenging business turns—from joining or launching start-ups to championing social causes to reshaping industries from the outside. This dynamic panel brings together executives who have successfully pivoted from traditional finance to new business ventures (of all sorts) where their finance capabilities are serving them well while allowing them to play to their desire to take on the next, new thing. They’ll share personal stories about what drove their decisions, the skills that carried over, what it took to make the leap, and the lessons they learned in taking on new chapters in their careers.