Anna Lui Email & Phone Number
Director of Program Management, Principal @ Modera Wealth Management
5 free lookup(s).
No credit card required.
Anna Lui Location
- New York, NY, US
Anna Lui Work
- 2013 -now Director of Program Management, Principal @
- 2010 -2013 Investor Relations @ Fischer & Co (now HighTower)
- 2008 -2010 Vice President (Investor Relations and Marketing) @
- 2005 -2008 Associate, Corporate Derivatives Sales | Global Capital Markets @
- 2004 -2005 Vice President @
- 2000 -2004 Analyst and Associate, Structured Products and Derivatives @
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.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Anna Lui?
Find contact details for 700 million professionals.
Top Modera Wealth Management Employees
Kirsten Ly
Chief Marketing Officer, Principal
Washington, DC, US
Tom Orecchio
Chief Executive Officer
Westwood, NJ, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co