About Leita

A Stronger OCIO Relationship Starts Here

At Leita, we help institutions build investment partnerships that deliver long-term value. Leita means “to seek.” Our name is a reflection of our work helping fiduciaries gain clarity, alignment, and lasting value in their investment relationships. Our expertise spans OCIO search, investment consultant search, and fiduciary governance services designed to supporting fiduciaries throughout the life of your investment relationship.

Anna Dunn Tabke, founder of Leita Advisory, headshot

Meet Our Founder
Anna Dunn Tabke, CFA, CAIA

Anna Dunn Tabke is the founder and president of Leita Advisory, an independent OCIO search consultant and governance advisory firm. Leita Advisory is proudly 100% women owned.

A recognized leader in the OCIO search space, Anna has worked with institutions all over the US over the course of her career. She brings nearly 20 years of investment experience to her client engagements. Tabke has guided endowments, foundations, healthcare systems, retirement plan sponsors, and family offices through complex OCIO searches, investment consultant RFP processes, and governance engagements.

Anna has spent her entire career serving institutional investors. Prior to founding Leita Advisory, she was a Principal at a nationally respected OCIO search consultant, where she helped launch and build the OCIO RFP practice. She began her career as an investment consultant for institutional investors at Mercer and Rogerscasey.

Her insights have been featured in Bloomberg, FundFire, Institutional Investor, Investment News, The Street, and U.S. News & World Report. She has appeared on Fox Business Network, contributed to Financial IQ, and spoken at numerous industry conferences.

Anna earned a BA in Economics from Princeton University and an MBA with honors from Emory University. She is both a CFA and CAIA charterholder and an active member of the CFA Institute, the CFA Society of Atlanta, and the CAIA Association. Based in Atlanta, she serves as Chair of the Board at Woodlands Garden of Decatur and as Board Chair and Investment Committee member for the Atlanta Society of Finance and Investment Professionals (ASFIP) Foundation.

What Leita Means

Leita means “to seek.” We chose the name Leita Advisory to reflect our purpose: helping fiduciaries seek clarity, alignment, and long-term value in their investment relationships. Our ocelot logo symbolizes the qualities we bring to every engagement: focus, precision, and independence.

Core Values

Our values guide every engagement. They reflect how we show up, how we make decisions, and how we build lasting relationships with clients and OCIOs.

Integrity

At Leita Advisory, integrity is non-negotiable. We are conflict-free and proudly independent. Leita does not receive compensation from OCIO providers. Our only obligation is to the institutions we serve.

Clarity

We gather the right information, ask the right questions, and present findings in a clear, straightforward way without jargon. Whether it’s OCIO performance, fees, or fit, we help fiduciaries make confident decisions with clarity and focus.

Trust

Trust is earned through candor, clarity, and consistency. Whether guiding an investment committee through an OCIO RFP or advising on governance best practices, we build relationships rooted in honesty and mutual respect.

Connect with Leita

Take the first step towards a stronger OCIO relationship.
Schedule your consultation.

Scroll to Top