Ann Iten
Client Services Manager
Department: Client Service
Experience: Financial services with a strong focus in operations and client relationship management since 2009
Education: Bachelor of Science in organizational management
Ann takes care of day-to-day business processes, compliance issues, and servicing clients. Some of her primary tasks include processing deposits, withdrawals, and transfers, preparing client paperwork, and scheduling client meetings. Ann enjoys interacting with clients and planning events for the team. She is also a New York State Notary.
Ann joined the Modern Wealth team in October 2025. She spent 16 years at Manning & Napier with Craig Houck and previously worked in the financial industry with JPMorgan Chase Bank in several different departments.
Faith and family come first for Ann. She loves to volunteer with charitable organizations when time allows and is a proud supporter of St. Joseph’s Neighborhood Center. Along with being active in her parish, Ann is a member of a Catholic women’s organization called Magnificat Rochester. A few of Ann’s other hobbies include baking, traveling, genealogy, and watching BritBox. A fun fact about Ann is that she is a shareholder of the Green Bay Packers.