Anna Lui Email & Phone Number
Director of Program Management, Principal @ Modera Wealth Management
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Anna Lui Location
- New York, NY, US
Anna Lui Work
- Director of Program Management, Principal @ (May 2013 - Present)
- Investor Relations @ Fischer & Co (now HighTower) (April 2010 - May 2013)
- Vice President (Investor Relations and Marketing) @ (April 2008 - April 2010)
- Associate, Corporate Derivatives Sales | Global Capital Markets @ (October 2005 - April 2008)
- Vice President @ (April 2004 - October 2005)
- Analyst and Associate, Structured Products and Derivatives @ (January 2000 - January 2004)
Anna Lui Education
- College for Financial Planning
CFP Professional Education Program
2016-2018 - The Johns Hopkins University
B.A (Economics)
1996-2000 - Westwood High School 1992-1996
Anna Lui Skills
- Portfolio Management
- Fixed Income
- Mergers and Acquisitions
Anna Lui Summary
- Anna Lui, based in New York, NY, US, is currently a Director of Program Management, Principal at Modera Wealth Management, LLC. Anna Lui brings experience from previous roles at Fischer & Co (now HighTower), Advent Capital Management, Morgan Stanley and Glocap Search LLC. Anna Lui holds a 2016 - 2018 CFP Professional Education Program @ College for Financial Planning. With a robust skill set that includes Portfolio Management, Fixed Income, Mergers and Acquisitions and more. Anna Lui has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Modera Wealth Management Employees
Shelly Kapoor
Chief Operating Officer
Portland, OR, US
John Ceparano
Principal, Wealth Manager and Co-Director of Retirement Business Services
Florida, United States
Anna Lui
Director of Program Management, Principal
New York, NY, US
Corey Dodgson
Director of Human Resources
Charlotte, NC, US
Judson Meinhart
Director of Financial Planning | Wealth Manager | Principal
Winston-Salem, NC, US
Regan Fad
General Counsel at Modera Wealth Management
New York, NY, US
Joe McCuine
President
Northborough, MA, US
Kirsten Ly
Chief Marketing Officer, Principal
Washington, DC, US
Eric Richbourg
Director of Technology
Asheville, NC, US
Tom Orecchio
Chief Executive Officer
Westwood, NJ, US
Gaurav Mallik
Chief Investment Officer
Boston, MA, US
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