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
- 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.
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Top Modera Wealth Management Employees
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Mark Lewis
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Regan Fad
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New York, NY, US
Joe McCuine
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Rakhee Gor
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Tom Orecchio
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Westwood, NJ, US
James Kipp
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Dawn Nickerson
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